Senior Private Client Adviser@ PWS Group
Coylton, South Ayrshire, United Kingdom
Max Gonella FPCII, DipFA, MLIA(DIP)
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FlashIntel GPTMax Gonella FPCII, DipFA, MLIA(DIP) is an experienced professional with over 35 years of expertise in pensions, retirement planning, savings, wealth management, and financial planning. Based in Coylton, United Kingdom, Max aims to assist professionals worldwide in achieving their financial plans through a wide range of market-leading products. Their clients range from individuals to investors, offering tailored benefits such as offshore pensions and retirement planning, education planning, Lump Sum investments, Forex currency platform, expense life assurance, and tax planning. Max's specialties include accrued benefits, offshore pensions and retirement planning, education planning, Lump sum investments, Forex currency platform, expense life assurance, tax planning, tax efficient repatri
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About
Assisting professionals for the past 35 years with more of a focus on the expatriate community worldwide. My goal is to achieve their financial plans through a wide range of market leading products by offering short, medium and long term financial planning and completely open, honest and expert impartial advice. My clients range from individuals taking their first steps to financial security for themselves or their family to the more experienced investor. Specialities: Accrued Benefits - ( UK - SIPPS) (QROPS - EU) Offshore Pensions and Retirement Planning, Education Planning Lump Sum investments Forex Currency platform Expatriate Life Assurance & Critical Illness Cover Inheritance Tax Planning Tax efficient repatriation Wills and Guardianship Off Shore bank accounts Structured Products International Mortgages
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Senior Private Client Adviser
Investment Management
Max Gonella FPCII, DipFA, MLIA(DIP)'s Professional Milestones
- Senior Financial Advisor (1978-12-01~1990-09-01): Provided expert financial advice and guidance, enabling clients to achieve their long-term financial goals.
- Senior Adviser (2006-06-01~2014-08-01): Provided strategic solutions to maximize clients' business opportunities, resulting in increased profitability and market share.
Skill
Pensions
Retirement Planning
Savings
Wealth Management
Financial Planning
Life Insurance
Qrops
Sipp
Tax
Investment Advisory
Term Life Insurance
Investments
Portfolio Management
Inheritance Tax Planning
Certification
Colleagues
Other Named Max Gonella FPCII, DipFA, MLIA(DIP)
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Max Gonella FPCII, DipFA, MLIA(DIP) works for PWS Group
Max Gonella FPCII, DipFA, MLIA(DIP)'s role in PWS Group is Senior Private Client Adviser
Max Gonella FPCII, DipFA, MLIA(DIP) works in the industry of Investment Management
Max Gonella FPCII, DipFA, MLIA(DIP)'s colleagues are Ronald A. Page,Peter Randall MA MCIM MBA,Craig Mcconnon
Max Gonella FPCII, DipFA, MLIA(DIP)'s latest job experience is Senior Private Client Adviser at PWS Group
