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Our advisers
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Region
Adele Batchelor
Senior Employee Benefits Consultant
London (Gutter Lane)
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Adeline Christy
Wealth Management Director
Aberdeen
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Adrian Firth
Employee Benefits Consultant
Leicester
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Adrian Tomaino
Wealth Management Consultant
Hessle
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Alan Thomson
Director, Chartered Financial Planner
Belfast
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Alan Wilmont
Wealth Planner
Lincoln
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Alastair Raine
Managing Director – Wealth Planning
Redcar
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Albert Har
Wealth Management Consultant
Leicester
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Alex Harrington
Adviser
Leicester
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Alex Kirkpatrick
Chartered Wealth Planner
Surrey
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Alex Walker
Wealth Management Consultant
Leicester
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Amal Cowan
Wealth Management Consultant
Macclesfield
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Amal Mashru
Wealth Management Consultant
London (Gutter Lane)
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Amit Joshi
Managing Director of Wealth
Leicester
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Amy Maxwell
Chartered Financial Planner
Stockport
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Amy Shah
Wealth Management Consultant
Southport
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Andrew Dickinson
Employee Benefits Team Director
London (Gutter Lane)
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Andrew Goulter
Wealth Management Consultant
Leicester
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Andrew Weston
Chartered Wealth Planner
Sheffield
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Andy Robbins
Senior Employee Benefits Consultant
London (Gutter Lane)
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Anfal Malik
Wealth Management Consultant
Leicester
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Anthony Hardy
Chartered Financial Planner
Essex
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Anthony Rowe
Wealth Management Consultant
Leicester
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Anthony Sillett
Senior Employee Benefits Consultant
Leicester
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April Ritchie
Wealth Management Consultant
Aberdeen
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Bal Kaur
Wealth Management Consultant
Leicester
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Ben Black
Wealth Management Consultant
Leicester
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Billy Hockley
Wealth Management Consultant
Essex
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Bob Woods MBE
Founder and Senior Adviser
Leicester
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Bradley Malloy
Wealth Planner
London (Austin Friars)
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Callum Griffiths
Wealth Management Consultant
London (Gutter Lane)
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Cameron Millar
Wealth Management Consultant
Aberdeen
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Cameron Rueppel
Wealth Management Consultant
Leicester
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Carole Leigh
Employee Engagement Consultant
Leicester
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Catherine Endean
Mortgage and Protection Adviser
Redcar
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Charles McSwiggan
Chartered Wealth Planner
Surrey
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Charlie Harnett
Wealth Management Consultant
Leicester
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Chetan Mistry
Team Director
Leicester
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Chris Marsh
Chartered Financial Planner
Stockport
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Christopher Crichton-Rankin
Wealth Management Consultant
Liverpool
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Christopher Hardman
Chartered Financial Planner
Stockport
View profile Christopher Woodhams
Managing Director – Wealth Planning
Redcar
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Claire Costello
Wealth Management Consultant
London (Gutter Lane)
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Claire Stockwell
Wealth Planner
Harrogate
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Daniel Robins
Fellow & Chartered Financial Planner
Essex
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Dave Jackson
Chartered Financial Planner
Stockport
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Dave Welch
Mortgage & Protection Adviser
Buckinghamshire
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David Banks
Wealth Management Consultant
Edinburgh
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David Gibson
Wealth Management Consultant
Aberdeen
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David McSweeney
Senior Employee Benefits Consultant
Aberdeen
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David Prince
Wealth Planner
London (Austin Friars)
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David Wright
Wealth Management Consultant
London (Gutter Lane)
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Davinder Grewal
Wealth Management Team Director
Leicester
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Dawn Patrick
Wealth Planner
Hessle
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Dean Wilkinson
Wealth Management Consultant
Leicester
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Deana Lee
Wealth Planner
Hessle
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Dev Vagani
Wealth Management Consultant
Leicester
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Diane Lang
Wealth Management Consultant
Southport
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Dilan Shah
Wealth Management Consultant
Leicester
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Dominic Close
Wealth Planner
Surrey
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Ed Watling
Head of Health and Wellbeing
Glasgow (W George St)
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Eddy Woore
Wealth Management Director
Leicester
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Elliot Lee
Wealth Planner
Macclesfield
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Elliot Owen
Financial Planner
Stockport
View profile Elliott Reeve
Wealth Management Consultant
Grimsby
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Emily Huddart
Wealth Planner
Harrogate
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Emma McNulty
Chartered Financial Planner
Stockport
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Emma Thomas
Senior Consultant
Liverpool
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Eve Allum
Wealth Planner
Essex
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Femi Folorunso
Wealth Management Director
Leicester
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Gideon Bramble
Wealth Management Consultant
Leicester
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Giles Porteous
Senior Employee Benefits Consultant
Edinburgh
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Gillian Gourlay
Wealth Management Consultant
Edinburgh
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Graeme Howell
Senior Employee Benefits Consultant
Newmarket
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Graham McIntosh
Employee Engagement Consultant
Aberdeen
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Graham Morgan
Chartered Financial Planner
Stockport
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Greg Pogonowski
Wealth Planner
Essex
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Gregory Duncan
Wealth Planner
Buckinghamshire
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Gursharn Benning
Employee Benefits Consultant
Edinburgh
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Haidar Ali Bokhari
Wealth Management Consultant
Leicester
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Hamzah Oozeerally
Adviser
Leicester
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Harry Anderson
Wealth Management Consultant
Edinburgh
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Harry Solomons
Wealth Management Consultant
Leicester
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Helena Bourner
Wealth Planner
Redcar
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Henry Allen
Wealth Management Consultant
Leicester
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Iain Scott
Wealth Planner
York
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Ian Corcoran
Wealth Management Consultant
Lytham
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Ian Fleming
Wealth Management Consultant
Surrey
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Ian Hemingway
Wealth Management Director
Southport
View profile Ian Watson
Wealth Planner
Abingdon
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Iffat Rahman
Wealth Management Consultant
Leicester
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Jacob Wright
Financial Planner
Lincoln
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Jacqui Kyle
Financial Planning Consultant
Belfast
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Jake Cunliffe-Neale
Financial Planner
Stockport
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James Elliot
Chartered Financial Planner
Stockport
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James Foston
Wealth Planner
Grimsby
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James Hounsell
Team Director
London (Gutter Lane)
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James McDonald
Employee Benefits Consultant
Glasgow (W George St)
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Jamie Barker
Wealth Management Consultant
Leicester
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Jamie Parker
Wealth Planner
Macclesfield
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Jaspal Singh
Wealth Management Consultant
Leicester
View profile Jill Cave
Chartered Wealth Planner
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Jo Aitken
Employee Benefits Consultant
Edinburgh
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Joann Mackreth
Chartered Wealth Planner
Macclesfield
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Joe Turner
Wealth Management Consultant
East Lancashire
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John Dooher
Business Development Director
Belfast
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John Kelly
Wealth Management Consultant
Leicester
View profile Jon Beardsall
Wealth Planner
Hessle
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Jon Whitmarsh
Wealth Management Consultant
Southport
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Jose Gigante
Wealth Management Consultant
Leicester
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Josh Gaffney
Wealth Management Consultant
Sheffield
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Josh Greasley
Wealth Management Consultant
Leicester
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Joshua Davis
Wealth Management Consultant
Newmarket
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Josie Turi
Wealth Management Consultant
London (Gutter Lane)
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Joy Chaplin
Employee Benefits Consultant
Leicester
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Julie Kelway
Wealth Management Consultant
Manchester
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Julie Wilson
Chartered Financial Planner
Glasgow (Old Glasgow Road)
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Justin Grant
Team Director
Aberdeen
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Justin Hunt
Wealth Management Consultant
Leicester
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Kai Ansari
Financial Planner
Stockport
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Kam Singh
Wealth Management Consultant
Leicester
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Kamran Solanki
Wealth Management Consultant
Leicester
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Karen Robertson
Wealth Planner
Glasgow (Old Glasgow Road)
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Karl Baker
Wealth Management Consultant
Southport
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Kat Howard
Wealth Management Consultant
Southport
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Kathryn Rodriguez
Employee Benefits Consultant
Manchester
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Kenneth Hopewell
Wealth Planner
Sheffield
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Kieran Mehngar
Team Director
London (Gutter Lane)
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Kulmeet Singh
Wealth Management Consultant
Leicester
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Kyle McLean
Wealth Management Consultant
Redcar
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Lee Smythe
Managing Director – Wealth Planning
Kent
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Liam Baxter
Financial Planner
Stockport
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Lisa McCaw
Senior Wealth Planner
Sheffield
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Mark Edmonson
Chartered Financial Planner
Glasgow (Old Glasgow Road)
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Mark Redmond
Employee Engagement Consultant
Manchester
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Martin Hellier
Senior Employee Benefits Consultant
London (Gutter Lane)
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Martin Scarrott
Wealth Management Consultant
Birmingham
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Marvin Owens
Wealth Management Consultant
Sheffield
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Mathew Rann
Senior Employee Benefits Consultant
London (Gutter Lane)
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Matt Jones
Chartered Financial Planner
Stockport
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Matt Laing
Senior Employee Benefits Consultant
Manchester
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Matt Lawrie
Wealth Management Consultant
Leicester
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Matt O’Hara
Wealth Management Consultant
Leicester
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Matt Parry
Wealth Management Consultant
Southport
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Matthew Lowe
Wealth Management Consultant
Leicester
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Matthew Peoples
Financial Planner
Stockport
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Matthew Shaw
Chartered Financial Planner
Leicester
View profile Matthew Testa
Chartered Financial Planner
Stockport
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Max Spencer
Wealth Management Consultant
London (Gutter Lane)
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Megan Lightfoot
Mortgage & Protection Adviser
Redcar
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Michael Bell-Smith
Wealth Management Consultant
Lytham
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Michael Fryer
Wealth Management Consultant
Newcastle
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Michael Hand
Senior Employee Benefits Consultant
Newmarket
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Michael Robinson
Associate Director – Wealth Planning
London (Austin Friars)
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Michael Wright
Group Managing Director (Growth)
Leicester
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Michaela Robson
Wealth Planner
Sheffield
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Mike Nevill
Employee Benefits Consultant
London (Gutter Lane)
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Mike Pole
Adviser
Leicester
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Mike Stirrup
Wealth Management Consultant
Macclesfield
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Mohamed Panjwani
Wealth Management Consultant
Leicester
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Molly Bradshaw
Wealth Planner
Newcastle
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Nathan Lloyd
Wealth Management Consultant
Liverpool
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Nathan Smith
Wealth Management Consultant
Leicester
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Neil Farndon
Wealth Management Consultant
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Neil Parry
Wealth Planner
Macclesfield
View profile Nick Heylar
Wealth Planner
East Malling
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Nick Howarth
Head of International Employee Benefits
Preston
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Nilay Joshi
Wealth Management Consultant
Leicester
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Nimmy Uppal
Employee Engagement Consultant
Leicester
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Oliver Brennand
Wealth Management Consultant
Lytham
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Oliver Hadden
Wealth Management Consultant
Southport
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Patrick Dryden-Stuart
Financial Planner
Stockport
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Paul Brennan
Chartered Financial Planner
Stockport
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Paul Cliffe
Team Director
Leicester
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Paul Witkiewicz
Wealth Management Consultant
Southport
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Peter German
Financial Planner
Stockport
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Praful Mistry
Financial Planner
Stockport
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Rachel Gooda
Wealth Management Consultant
London (Gutter Lane)
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Rajiv Soni
Wealth Management Consultant
Leicester
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Richard Bell
Wealth Planner
Southampton
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Richard Spring
Wealth Planner
Surrey
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Richard Todd
Wealth Management Consultant
Leicester
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Robert Dixon
Chartered Wealth Planner
Newcastle
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Robert Doogan
Chartered Financial Planner
Stockport
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Robin Smith
Wealth Planner
York
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Ryan Hesketh
Wealth Management Consultant
East Lancashire
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Ryan Richards
Wealth Management Consultant
London (Gutter Lane)
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Sacha Williams
Chartered Wealth Planner
Surrey
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Safwan Varda
Wealth Management Consultant
Leicester
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Saira Chambers
Managing Director of Employee Benefits
Manchester
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Sam Pollard
Wealth Management Consultant
Leicester
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Samantha Creeden
Wealth Planner
Southampton
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Sara Wiley
Employee Benefits Consultant
Manchester
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Sarah Lees
Wealth Management Consultant
Preston
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Sarah Robinson
Wealth Management Consultant
Southport
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Saroj Ekanayake
Wealth Management Consultant
Leicester
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Scott Elgie
Wealth Planner
Essex
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Scott Laken
Wealth Management Consultant
London (Gutter Lane)
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Sean McSweeney
Employee Benefits Team Director
Manchester
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Sean Westwood
Employee Benefits Director
Edinburgh
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Shane Stodd
Wealth Management Consultant
Leicester
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Simon Howard
Wealth Management Consultant
Southport
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Stacy Cushnan
Wealth Management Consultant
Glasgow (W George St)
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Stephen Hudson
Wealth Planner
Grimsby
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Stephen Seward
Wealth Management Consultant
Hessle
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Steve Bayes
Wealth Management Consultant
East Lancashire
View profile Steve Egginton
Wealth Planner
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Steve Eggleton
Wealth Management Consultant
Leicester
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Steve Pemberton
Senior Employee Benefits Consultant
Manchester
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Steven McKay
Senior Employee Benefits Consultant
Edinburgh
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Steven Randall
Wealth Management Consultant
Newmarket
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Taj Johal
Wealth Management Consultant
Preston
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Terry Cosgrove
Wealth Management Consultant
Liverpool
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Thomas Collins
Wealth Planner
London (Austin Friars)
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Thornton Wells
Wealth Management Consultant
Birmingham
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Tim Anderson
Senior Financial Planner
London (Gutter Lane)
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Timothy Baggaley
Wealth Management Consultant
Sheffield
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Tom Birkinshaw
Wealth Management Consultant
Leicester
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Tom Dodd
Wealth Management Consultant
Lytham
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Tom Duckworth
Wealth Management Consultant
Newmarket
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Tom Martin
Senior Employee Benefits Consultant
Manchester
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Tom Mayne
Wealth Management Consultant
Leicester
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Tony Rimmer
Wealth Management Consultant
Southport
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Victoria Bell
Wealth Management Consultant
East Lancashire
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Vikesh Patel
Wealth Management Consultant
Leicester
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Wasim Mehmood
Wealth Planner
Abingdon
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Wayne Tucker
Wealth Planner
Derby
View profile Will Maloney
Wealth Planner
Southampton
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Will Ramirez
Wealth Planner
Lincoln
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William Amps
Wealth Management Consultant
Newmarket
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Yasin Patel
Wealth Management Director
Leicester
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Zahra Sheikh
Wealth Management Consultant
Glasgow (W George St)
View profile Our offices
Find an office near you
Every Mattioli Woods office, with a direct number for each one. Pick the team nearest you, or call our head office and we will point you to them.
London (Austin Friars)
020 7293 0730
EC2N 2HG
Get directionsfor London (Austin Friars), opens in a new tabLondon (Gutter Lane)
0116 240 8700
EC2V 6BR
Get directionsfor London (Gutter Lane), opens in a new tabPreston
0116 240 8700
Glasgow (Old Glasgow Road)
01698 907 003
G71 7HF
Get directionsfor Glasgow (Old Glasgow Road), opens in a new tabGlasgow (W George St)
0141 375 7120
G2 2LW
Get directionsfor Glasgow (W George St), opens in a new tabOur people
The Investments team
The Investments team oversees the Group’s investment and asset management approach. Developing the ‘house view’ on economics, investment markets, and asset allocation the team considers how our consultants should best apply this knowledge to our clients.
Governance
The Board and Committees
The Board and Committees meet regularly throughout the year as well as on an ad hoc basis, as required by time-critical business needs, and is the principal forum for directing the business of the Group.
