Shenley Private Wealth

Max is great, she is friendly and reliable and she is always professional in her approach, and gives good solid financial advice.Max has looked after our finances for many years and response quickly to any questions we might have. Would highly recommend Max.

Max has advised me and other members of my family for many years. Her ability to quickly understand our varying circumstances and aspirations has been a great help in our financial planning. Her friendly, calm and professional approach is just what we need.

It can be very difficult when deciding on who you can trust with your life-savings; and your financial future. We had a couple of meetings with Max, and there was absolutely no pressure – just plenty of confidence-inspiring information and advice. Having taken the decision to go with Shenley Private Wealth, the quality and frequency of updates on our investments and their performance, as well as the ongoing advice, has left us in no doubt that this decision was definitely the right one. As others have commented, Max and her team are very personable, approachable, and most importantly professional; and we’ve had no hesitation in recommending Shenley Private Wealth to our friends.

Max Patel has been my financial advisor for 5-years, during which time she has provided a first class friendly and trustworthy service. Max keeps me well informed on all financial matters relating to my retirement wealth management and the necessary planning to enable a secure future. The knowledge and professionalism demonstrated by Max has been key to help me understand the importance and true value of using a financial advisor.

Max has been our financial advisor for the last 12 years. Over this time we have always found her to be very professional and helpful. We trust her recommendations as she understands our needs and always gives us sound advice to navigate the ups and downs of the financial market. We have had no hesitation in recommending her to others.

Max has been advising me for 6 years now, and I can’t speak highly enough of her. She takes time to explain investment options , and what I should consider, and manages at the same time to simplify all the complexities!! Recommending Max to friends and work colleagues is something I have done with pleasure , and they too are delighted with the service Max offers. She has even taken time to advise my son with his investments, and I am truly grateful for that. I am very happy putting my trust on investments and pensions with Max and the team at St James.

Max is the only person I trust to advise and manage my finances. I genuinely feel that my family future prospects are protected and looked after, her service is priceless. She takes the time to explain all the steps and procedures she undertakes in such a way that I can understand, given that I am clueless with the world of finance this is invaluable! Thanks Max x

Max has been managing my finances for many years now. She provides sound advice and often goes above and beyond to assist with any issues arising. It is easy to discuss things with her - she explains the pros and cons clearly. I would not hesitate to recommend her.

I am in the early stages of my career and therefore navigating the world of personal finances, pensions, ISA's, mortgages (etc...) can be extremely daunting. Max's financial expertise alongside her informed and impartial advice has not only been invaluable, but also incredibly insightful. It is very reassuring to know that I have Max to help manage my finances, and I would gladly recommend her services to others.

Max has looked after our finances for over 12 years. During that time she has proved to be a friendly and reliable financial advisor who, with thoughtful consultation, continues to effectively manage our funds to secure our retirement and plans for future needs.Always professional in her approach, she is has proved ready to 'go that extra mile' when the need arises.We were happy to recommend her to other family members.