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Max Farthing

Private Wealth Adviser

Having worked across multiple international markets, including the US, Spain, the UK, and the UAE, Max brings a truly global perspective to his advisory work.

His international experience allows him to understand the unique financial challenges faced by expatriates and internationally mobile clients, and he excels at building long-term, trusted client relationships across cultures. Max believes that every client deserves clear, concise, and transparent financial advice. His approach is focused on helping clients make informed decisions and achieve long-term financial health with confidence and clarity.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • 401K Analysis, Advice, Management
  • Retirement Planning
  • Pension Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Cashflow Forecasting & Modelling
  • Education Fee Advice & Planning
  • Insurance & Family Protection
  • Investment Review
  • Tax Planning

Qualifications & Awards

Chartered Institute for Securities & Investment (CISI)

Regions Covered

  • USA
  • Europe Excluding UK
  • Middle East
  • Africa
  • Worldwide