Time4Advice Appoints Senior Business Development Manager

Time4Advice today announced the appointment of Max Maxwell to the role of Senior Business Development Manager.

Having fulfilled senior roles for Scottish Widows, Clerical Medical and Iress, Max has over 20 years’ experience within the financial advice and wealth management sector. At Iress he headed up sales of their Xplan software. Max is a proactive contributor to the industry. He speaks regularly at industry conferences and is an active member of several advice and regulatory forums.

Max will manage business development at Time4Advice. Adopting a consultancy led approach, he will work closely with clients to help them understand what is possible from a modern technology solution and how it enables them to realise their specific business goals.

Roland Rawicz-Szczerbo, Director, Time4Advice, commented: “Time4Advice is practitioner led, so we’re rooted in the challenges advisers face. It’s why we’ve hand-picked our team to combine technical expertise with a profound understanding of financial planning and wealth management.”  

“As the need for firms to digitally transform their businesses accelerates, it is important that our clients get access to the right expertise to help them on their journey. Therefore, Max is a great asset to us and our clients”.

About Time4Advice

We’re out to disrupt financial planning and wealth management technology.

For far too long technology providers have failed to deliver the panacea of benefits promised. They’ve talked about providing a joined-up experience across advice, client management, back-office and admin. Yet most advisory firms are still forced to operate within the constraints of using multiple silo systems, with data held in various places.

We’re on the side of the advisors. This means we’re changing the game. It’s why we’ve teamed up with Microsoft to create CURO; it’s an adviser technology ecosystem that spans your entire business. It unifies all your data, processes and business applications, and natively integrates with your everyday Office365 apps including, Excel, Word and Outlook.

The result is a digital transformation platform that delivers frictionless omni-channel client experiences, the ability to serve more clients, centralised data, reduced risk and significant business efficiencies.