About Shenley Private Wealth

At Shenley Private Wealth, we believe effective financial planning begins with a deep understanding of the person behind the finances.

Every client has different ambitions, responsibilities and priorities. Our role is to listen carefully and to understand your goals, and to create a financial strategy that reflects your individual circumstances and long-term objectives.

Since becoming fully qualified to advise in 1999, achieving Chartered Financial Planner status in 2012, followed by becoming a Fellow of the Personal Finance Society shortly after, Max has been passionate about delivering advice that creates a positive impact for every client. Built on integrity, diligence and commitment to doing things properly, she has focused on developing lasting relationships based on trust.

At Shenley Private Wealth, we view financial planning as a journey — one that changes as your life evolves. Whether you are building financial security, preparing for retirement, protecting your family’s future or making plans for the next generation, we provide clear, considered and informed advice to help you make confident decisions along the way.

Our approach is personal and tailored. We design and implement bespoke, tax-efficient strategies to help you make the most of your wealth and work towards the future you have in mind.

Advice that begins with understanding you.