Max Goldberg Financial Services Ltd is an independent financial advisory firm that provides bespoke financial planning and wealth management services to private clients, trustees, and business owners. Established to offer personalized guidance, the company focuses on building long-term client relationships to help them achieve their financial goals. Their core services include investment strategies, retirement planning, pension advice, and inheritance tax mitigation. The company operates as an Appointed Representative of The On-Line Partnership Limited, which is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom