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Graduate Trainee IFA

Max Smith

Max gained a first-class honours degree in Economics and Mathematics at the University of Surrey. He was awarded the Best Overall Student Prize for Economics and Mathematics. Max is undergoing a structured training programme at Foundation Financial Planning that will include examinations by the Chartered Insurance Institute (CII) and on the job training. This process will take him first to the Diploma in Financial Planning and then on to Chartered status
“When I’m not at my desk or deep in a textbook, you can catch me watching or playing football. I am also an avid gym-goer and I have a passion for health & fitness.”

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