Max Spencer — Financial Adviser in London
About Max Spencer
Max Spencer is a Wealth Management Consultant at Mattioli Woods, helping clients find the right balance between long-term financial security and enjoying the wealth they have built today. His interest in financial advice began at an early age, after seeing how easily money can become a source of stress and uncertainty. Following a master’s degree in International Financial and Political Relations, Max began his career at an investment firm before moving into a client-facing role with Mattioli Woods in 2023. Today, Max works closely with individuals and families on their pensions, wealth management and Inheritance Tax planning. He takes a straightforward, personal approach, helping clients understand complex decisions and giving them the clarity and confidence to move forward. For Max, financial planning is about more than simply preparing for the future. He believes clients should have the confidence to enjoy the wealth they have worked hard to create, while ensuring they remain financially secure. His approach is grounded in trust, honesty and taking the time to understand what matters most to each client. Outside of work, Max enjoys exploring London, having moved from Leicester in 2024, alongside playing football, going to the gym, playing the occasional round of golf and travelling whenever he gets the opportunity.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Tax Planning
- Investment Management
- Inheritance Tax Planning
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Max Spencer is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Max Spencer an FCA-regulated financial adviser?
Yes. Max Spencer is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Max Spencer offer?
Max Spencer offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Max Spencer?
Fees vary depending on the service, the complexity of your situation and the assets involved. Max Spencer will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Max Spencer is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Max Spencer?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Max Spencer directly through the contact form.
Does Max Spencer work with clients outside London?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Max Spencer is based in London but you can confirm preferred meeting locations and video options when you book your initial call.