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Henry joined Mattioli Woods in 2015 as a Client Relationship Manager and is now a Wealth Management Consultant, with clients nationwide.
His experience within the business, which started within a support function and led to years working within our in-house Investments team, has given him a breadth of knowledge in the key areas of financial planning and investment management. This experience is now used to help clients gain a better understanding of their current financial position, before working with them to formulate a plan to prioritise and meet their financial objectives.
Currently holding the CISI’s Investment Advice Diploma (Financial Planning & Advice), Henry has also passed the Level 6 certificate in Private Client Investment Advice and Management.
While Henry has not played since his days at university, he is a big rugby fan and has been a life-long supporter of Leicester Tigers. He stays fit and active by going to the gym a few mornings a week, and also enjoys the occasional water-skiing trip to sunny Norfolk.