I left Nottingham Trent University with an honours degree in accounting and finance and moved to New York City to work as a trainee auditor. Following this and upon joining Mattioli Woods in 2006 as a client relationship manager, I spent time working within the Investment Broking division, assisting with in-house economic research and providing data analysis support to consultants. I was briefly a member of the compliance team, which all helped shape my development as an adviser.
Over the last decade I have developed some very strong relationships with clients I now call friends, introduced through my network of professional contacts across the country. While ensuring good client outcomes remains top of my agenda on a day-to-day basis, my role as Team Director allows me to work alongside junior and senior wealth management consultants in assisting their clients. My specialisms lie in advising clients with inheritance tax planning solutions and the investments that go hand in hand with these.
Outside of work I am outnumbered at home with being a father to two awesome daughters and I am an avid runner. I am also a Leicester City season ticketholder and also enjoy watching cricket and boxing.
Our Team Directors are all qualified and certified to give financial advice.