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Rhys joined Mattioli Woods in 2023 after working as an independent financial adviser in Glasgow, helping professionals with their investment and retirement needs. He has extensive knowledge in a wide range of financial planning areas, and in his previous role specialised in providing advice to teachers and their families and friends.
As a big believer in education, Rhys feels that clients should understand their financial circumstances and the potential strategies available to make their objectives more attainable. Through explaining complex financial concepts in an easy-to-understand way, he believes he has helped his clients gain confidence in making informed decisions.
In his spare time, Rhys enjoys spending time with his family, going on long walks, and cycling.
