What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Strongly recommend Max and her team at Shenley. Very appreciative of her strategic advice on our retirement and future planning.
Max was strongly recommend to myself and my wife by one of our friends 10 years ago. Max and her team act in a very professional, knowledgeable and friendly manner guiding us with our ISA investments and my deferred pension with a personal touch. Always taking the time to explain and advise us of any changes that she recommends to improve our financial wealth. Generally we have an annual review by phone but we are looking forward to an arranged review meeting in the near future. Needless to say we have recommended Max and Shenley Private Wealth to friends and family.
Max has been providing my husband and I with financial advice for nearly 8 years now. She has always been incredibley supportive and takes the time to understand our short, mid and long term objectives. Our investments are thriving under Max and I have already recommended her services to a number of friends and family. Thank you Max!
Max is very professional but also friendly in her approach - straight talking and she is always ready to explain anything we don’t fully understand. Without her guidance we would not have been able to retire as early as we have - so thank you Max 😀
We've been working with Max and her team now for a number of years off the back of a strong recommendation. Needless to say, they were right. We've had excellent advice, brilliant investment, and a very personal individual to deal with and looking forward to working with her for many years more!
Max and her team are fantastic. They are extremely knowledgeable, and professional whilst at the same time welcoming and empathetic. Our entire family now use Max, Lily and the rest of the team for financial planning and advice, and we continue to recommend Shenley Private Wealth to friends and colleagues.
Max and her team have been really welcoming and helped me make good sense of my situation and how to plan for the future. My financial literacy is mediocre at best but they've explained everything in plain English. My future's in safe hands!
Financial advisers in Milton Keynes compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Milton Keynes are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Shenley Private Wealth (this page) | ★ 5,0 | 47 | No |
| 2 | Vizion Wealth Chartered Financial Planners | Pensions Advice | ★ 5,0 | 62 | No |
| 3 | Collective Financial Planning Ltd | ★ 5,0 | 53 | No |
| 4 | 1st Financial Foundations | ★ 5,0 | 112 | No |
| 5 | Legend Financial and Tax Advisers | ★ 5,0 | 63 | No |