Max Spencer — Independent Financial Advisor in London
About Max Spencer
Max Spencer is a Wealth Management Consultant focused on helping clients find the right balance between long-term financial security and enjoying their wealth today. His interest in financial advice began early, shaped by seeing how money can create stress and uncertainty, and how the right guidance can relieve it. After completing 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 at Mattioli Woods in 2023. He now works closely with individuals and families, advising on pensions, wealth management and inheritance tax planning. Max is passionate about simplifying complex financial decisions and giving clients the clarity and confidence to move forward. He believes financial planning is not just about protecting the future, but also about helping people make the most of the present. Whether it’s structuring long-term plans or encouraging clients to enjoy what they’ve built, his approach is grounded in trust, honesty and meaningful relationships. Outside of work, Max enjoys staying active, playing football, going to the gym and exploring new cities, alongside travelling whenever he gets the chance.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
Fees
Mattioli Woods says fees may be charged in one of three ways: a fixed fee, time-costed/hourly fees, or a percentage of the money invested or managed. Their public financial planning page says costs depend on client needs and support level, and that pricing may include flat fees, hourly rates or a percentage of assets under management.
Regulation
Max Spencer is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Max Spencer a regulated financial advisor?
Yes. Max Spencer is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Max Spencer offer?
Max Spencer offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Max Spencer based?
Max Spencer is an independent financial advisor based in London, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
How does Max Spencer charge for financial advice?
Mattioli Woods says fees may be charged in one of three ways: a fixed fee, time-costed/hourly fees, or a percentage of the money invested or managed. Their public financial planning page says costs depend on client needs and support level, and that pricing may include flat fees, hourly rates or a percentage of assets under management.
How do I book a meeting with Max Spencer?
You can book a free initial consultation with Max Spencer directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.