|Adrian Firth – employee benefits wealth consultant|
Prior to joining Mattioli Woods in 2015, Adrian held various positions in the financial services industry managing corporate clients. Adrian has also spent a significant part of his career with the industry regulator, the Financial Conduct Authority, where he helped to develop and deliver the regulator’s objectives for financial education.
|Ed Watling – employee benefits consultant|
Ed joined Mattioli Woods in 2012 and has more than 15 years of health care experience, gained within both provider and broker environments. Ed is responsible for health care consulting group-wide, which covers a wide range of benefits including private medical insurance, health cash plans, employee assistance programmes and health screening solutions.
|Farhan Choudhry – private client paralegal|
Farhan Choudhry joined Mattioli Woods in 2017 as a private client paralegal, having previously worked within the legal services industry dealing with wills, trusts, powers of attorney and probate. Since joining, Farhan has helped launch a new in-house department offering will and power of attorney services.
| ||Adrian Mee – wealth management consultant|
Adrian Mee joined Mattioli Woods in 2001. Initially, as a client relationship manager, Adrian headed up the business’ broking team and, after completing specialist trust, tax, and pension qualifications, moved into consultancy. Adrian frequently advises on the inclusion of discretionary fund management, commercial property and structured products for pension, personal, trust, and corporate investment.
|We are delighted to introduce you to one of your local wealth management consultants at these workshops. Each of our consultants is committed to providing outstanding advice to clients across all areas of wealth management, including pension consultancy, financial planning, asset management/investments, inheritance tax planning and, of course, retirement planning.|