In this episode of the Financial Planning Podcast, Lewis sits down with Max Sullivan, Chartered Financial Adviser and founder of Archgate Wealth.
After a life-changing medical setback in his teens redirected him away from a planned army career, Max built a career in financial services, achieving Chartered status and eventually turning down a leadership role at HSBC to launch his own independent firm.
Max shares the realities of building from scratch: managing shiny tech distractions, protecting "commercial time," choosing aligned partnerships like Aspen, and designing a business around independence and flexibility.
A grounded and honest conversation about resilience, ownership, and building a firm that reflects who you actually are.
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