Adam Francis

Wealth Management Consultant
About Adam

Adam joined Mattioli Woods in 2008 after graduating from the University of Leicester with a degree in Economics. After completion of his professional qualifications, he moved from account management to join the consultancy team, providing advice to a wide variety of clients.

Since 2012, Adam has worked alongside Chairman, Bob Woods, to provide dedicated support to his portfolio of clients with an emphasis on wider wealth management, and helped to develop and implement estate planning strategies using a variety of options such as trusts and investment products.

Insights

Investor Relations
Adam Francis
meeting
Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the Mattioli Woods team.