Max Dugmore
Graduate Trainee Financial Adviser
About Max
I graduated from Oxford Brookes University in May 2025 with an Upper Second-Class Honours degree in Business Enterprise and Entrepreneurship and joined the wonderful team at BPI in September 2025.
My role involves assisting with research and analysis, preparing suitability reports, supporting client meetings, and handling a range of administrative responsibilities, including processing new business, liaising with providers, maintaining accurate client records, and ensuring documentation is completed efficiently. I work closely with my colleagues to help deliver clear, thoughtful advice and a smooth client experience.
Alongside my role, I’m halfway through completing the CII Level 4 Diploma in Regulated Financial Planning, which is strengthening my technical knowledge and practical understanding of financial planning. I’m passionate about developing a long-term career in financial services and building trusted relationships that help clients achieve their financial goals.”
Outside of work
In my spare time I enjoy playing golf, attending motorsport events, and playing 5-a-side football with my mates.
I also have a strong passion for cooking, mainly to see the joy it brings to my family.
