Brian joined Mattioli Woods in December 2019 following Mattioli Woods’ acquisition of The Turris Partnership Limited, a company he founded in December 2003.
He is a Chartered Financial Planner who provides holistic wealth management services to private clients. This includes creating financial independence plans for clients and creating tax-efficient investment portfolios designed to ensure the maintenance of our clients’ financial independence.
Brian has also had a parallel voluntary involvement with our professional body over the last 30 years and was instrumental in obtaining chartered status for financial advisers and planners. A continued raising of standards mirrors our culture and ethos of always ensuring we put our clients’ best interests at the forefront of everything we do.
Outside of work, Brian enjoys golf and music and has played guitar in a rock band for ten years, raising money for various charities.
