Mattioli Woods Financial Adviser Academy Testimonials
The academy has seen trainees from all walks of life graduate and go on to have successful careers as wealth management consultants. Hear their stories about how the Trainee Consultant Academy has supported them on this journey.
Why financial advice stood out as a career choice
Our advisers came to financial advice from banking, travel and roles across our own business, all drawn by the same thing: the chance to build lifelong relationships and make a genuine difference to people’s lives. Here they explain what led them to Mattioli Woods, and why our trainee academy gave them the route in.
Cameron Rueppel
Cameron looks back on his time on the Mattioli Woods training academy: the guidance that gave him a route into financial advice, the first client meeting he led with his mentor beside him, and an honest word on the exams along the way.
Henry Allen
Josie Turi
Josie had never considered financial advice until she met one of our consultants at a university networking event. She shares why she applied for the training academy, what her first client meeting taught her, and why she now calls it the best job in the world.
Jamie Barker
Jamie spent the best part of ten years managing holiday resorts before a regular guest convinced him to look at financial advice. He explains what drew him to a career built on lifetime relationships rather than one-week ones, and how the training academy got him there.
Mohamed Panjwani
Mohammed started out as a banking apprentice at 16 and worked his way up before joining Mattioli Woods. He shares how shadowing senior consultants prepared him to lead on a client’s inheritance tax planning, and why he wishes he had asked for help sooner.