Maximilian Beagley

Frimley Green
Independent Financial Adviser

T: 01784 434771
E: maximilian@pil.uk.com
A: 9 The Hatches, Frimley Green, Surrey, GU16 6HE

Maximilian joined Protection and Investment in 2021 after a career at McLaren Automotive. He achieved his Certificate in Mortgage Advice and Practice (CeMAP) in 2021 and continued to achieve his Diploma for Financial Advisers (DipFA) in 2022. Working with his father (Robert), Maximilian has taken on all new and existing Mortgage and Protection enquires, along with building new relationships with Pension and Investment clients.

Client testimonials

I seek long-term client relationships, built upon mutual trust, enabling us to provide a valuable bespoke service. We want to work in tandem with you and enable you to have the best chance of achieving your goals. These are some words from my existing clients:

“I can confirm the information provided by Max was extremely comprehensive and helpful.” Mr A

“Max and the team are always on hand to assist and I would not hesitate to recommend their services.” Mr A

“Maximilian has been a strong support and very dependable during this process. I feel without him, this would have been a much more stressful time. He’s always kept us updated and informed.” Mrs J

My areas of expertise

Mortgages

Protection

Planning for
your retirement

Saving and
Investing

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