On this page, you are able to learn more about each of the speakers that took part in our Spring 2022 accountants workshops.
Wealth Management Consultant
I joined Mattioli Woods after graduating from the University of Leicester and quickly progressed through the consultancy programme while completing professional exams. I have since built a strong network of accountants, tax advisers and solicitors to ensure client needs are fully supported across the board.
As a chartered financial planner I provide holistic wealth management advice and support a diverse range of clients, from directors of SMEs to those in professional and executive positions. While the goals and solutions required to meet them are wide-ranging, I enjoy working with clients around exit and succession planning to ensure that they and their families benefit from their many years of hard work.
I regularly contribute towards the company’s newsletters and online articles, helping to keep other professionals updated with the often fast-changing legislative landscape. In addition, I often present seminars and external events, from individual professional practice presentations to larger UK exhibitions.
Outside of work I enjoy travel and good food with my wife and lazy Sundays with our sleepy bulldog. I also enjoy music (dabbling in guitar, bass and drums but mastering none of them!) and rugby, which can be challenging as a Northampton Saints fan living and working in Leicestershire!
Senior Wealth Management Consultant
Starting my banking and finance career at The Royal Bank of Scotland, I moved to Taylor Patterson in 2000, and joined Mattioli Woods as part of the acquisition.
Responsible for financial planning strategies for high-net-worth individuals I have a large client portfolio throughout the UK. I advise my clients on tax planning, risk profiling, retirement planning, strategic financial planning and family protection. As well as being a chartered financial planner I am also a fellow of the Personal Finance Society.
Wealth Management Consultant
I joined Mattioli Woods in 2017 on the Financial Services Development Scheme, progressing to a consultancy role through the in-house training program. I specialise in working with business owners and their professional advisor network - such as accountants, tax advisers and solicitors - to deliver great client outcomes. I particularly enjoy advising clients on SIPP/SSAS planning and building creative solutions around this.
As well as completing the CII Diploma in Regulated Financial Planning I also hold a CFA UK’s Investment Management Certificate and CISI’s Level 6 Certificate in Private Client Investment Advice and Management. Prior to working for Mattioli Woods, I completed my degree in Politics at University of Leicester and spent some time working in technology consultancy.
Outside of work, I enjoy a wide range of sports, including playing rugby and supporting Newcastle United Football Club.
Senior Wealth Management Consultant
I began my career in financial services when I joined RSM Tenon as Director of Financial Planning in 1995 and was responsible for advising a large client portfolio.
I moved to Taylor Patterson in 2011, which was acquired by Mattioli Woods in 2015, and became responsible for financial planning strategies for high-net-worth individuals. I manage a large client base across the UK, offering specialist advice including tax planning, risk profiling, retirement planning, strategic financial planning and family protection. I am also a chartered financial planner.
When I am not working I can be found cycling the Guild Wheel with my wife, Jenny.
Wealth Management Consultant
After gaining a BA (Hons) in international business and economics from the University of Central Lancashire I entered the financial services industry in 2012. I previously worked for a financial services company where I provided expert protection advice to individuals and business owners, specialising in mortgage, family and business planning.
I moved to Mattioli Woods in 2016, originally as an associate consultant, where I supported senior consultants with technical and paraplanning expertise. I have recently changed position and I am now a consultant, directly building relationships with my clients. Building on past experience and professional qualifications I am close to attaining Chartered Financial Planning status with the Chartered Insurance Institute, which has been a long-term goal.
I have a passion for helping clients achieve their goals and truly believe in delivering holistic wealth management planning. I am focused on building long-lasting relationships and I am motivated by adding value to my clients.
Outside of work, I have recently become a father for the first time and enjoy spending time with my family, quickly learning new skills of parenthood every day. I also enjoy playing football with friends and follow various sports including cricket. Lastly, I enjoy experiencing different cultures and sampling a variety of cuisines and wish to discover more.
