Maxwell graduated from Liverpool John Moores University with a First-Class degree in International Business Management before joining Circle Wealth Partners in 2021.
Since joining the practice, Maxwell has developed strong technical expertise and become a key member of our asset review team in his role as Senior Paraplanner. In this role, he has supported our financial planners by conducting detailed analysis of client circumstances, investments and the wider economic landscape. His work has played an important role in the preparation of comprehensive financial planning reviews and tailored recommendations designed to support the long-term objectives of high net-worth clients.
Having successfully completed his Diploma in Regulated Financial Planning, Maxwell is excited to soon be taking the next step in his career at Circle Wealth Partners as he transitions to becoming a Financial Planner in 2026. He is looking forward to building strong, long-term relationships with clients and coaching them through the different stages of their financial journey — from building and protecting wealth to planning for retirement and beyond — helping them make confident, well-informed financial decisions at every stage of life.