I graduated in law and was called to the Bar by The Honourable Society of the Inner Temple in 2010 before obtaining my Diploma in Regulated Financial Planning and I am now working towards my status as a Chartered Financial Adviser.
In 2011 I joined Mattioli Woods as part of their graduate scheme, applying my law background to my position as a client relationship manager. I soon progressed within the company as a technical specialist across VAT and property as well as helping with acquisitions of other firms by the Mattioli Woods group.
In the ten years with the company I have built a network of professional contacts, including accountants and solicitors, throughout the UK. This has led to client introductions from various sectors that I have worked closely with to build bespoke, structured retirement strategies in conjunction with tax planning/mitigation.
My specialism is working within small-to-medium-sized businesses, helping them understand their tax environment and pension flexibility in order to grow business profits while building a tax-efficient retirement strategy across SIPP, SSAS, ISAs, VCTs and offshore bonds.
I enjoy investing my time at the gym, outdoor runs/long walks listening to various podcasts. Otherwise, I am found watching Netflix or reading my Kindle.
