Max Gallagher
Financial Advisor @Financial Options Group
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WORK HISTORY
Financial Advisor @Financial Options Group
Bury, GB
As a forward-thinking and highly specialised Financial Adviser with Financial Options Group, I am dedicated to guiding individuals, families and corporations through the complexities of wealth creation, preservation, and legacy planning. My mission is to deliver bespoke strategies that not only protect capital but unlock new avenues for long-term growth and impact. Drawing on extensive expertise in sophisticated investment solutions and tailored tax-efficient structures — I help clients look to optimise their portfolios, mitigate tax liabilities, and access exclusive opportunities through being part of the Quilter Financial Planning network often beyond the reach of traditional investment pathways. I believe that true financial stewardship requires more than advice; it demands insight, innovation, and an unwavering commitment to understanding each client’s ambitions, values, and aspirations. By delivering highly personalised financial roadmaps, I empower my clients to navigate an increasingly complex financial world with clarity, confidence, and purpose. Through strategic collaboration, a deep understanding of capital markets, and a passion for excellence, I am proud to serve as a trusted adviser to those seeking more than just financial management — those seeking a lasting legacy. I am committed to continual growth and delivering an exceptional client experience that exceeds expectations.
EDUCATION
Chartered Management Institute
Level 5 Higher Diploma in Business Management (CMI) (CertCMgr), Business Management
Holy Cross College Bury
A Level, Business
Chartered Insurance Institute
Level 4 Diploma in Regulated Financial Planning (DipPFS), Financial Planning and Services
Holy Cross College Bury
BTEC Level 3, Information Technology
Chartered Insurance Institute
Level 4 Certificate in Advanced Mortgage Advice
Chartered Insurance Institute
Level 3 Certificate in Equity Release (Cert CII MP and ER)
Chartered Insurance Institute
CII Level 3 Certificate in Mortgage Advice (CertCII MP)
Chartered Insurance Institute
Level 4 Certificate in Securities Advice and Dealing (CertPFS Securities)
Chartered Insurance Institute
Level 4 Certificate in Discretionary Investment Management (CertPFS DM)
Holy Cross College Bury
A Level, Economics
LIBF
Certificate in Mortgage Advice and Practice (CeMAP)
ABOUT MAX GALLAGHER
Financial Adviser in Manchester | Navigating Your Path to Financial Success |…
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