I joined Mattioli Woods in December 2019 following Mattioli Woods’ acquisition of The Turris Partnership Limited, a company I founded in December 2003.
I am a Chartered Financial Planner providing holistic wealth management services to our private clients. We create Financial Independence Plans for our clients and create tax-efficient investment portfolios designed to ensure the maintenance of our clients’ financial independence.
I have 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, I enjoy golf and music and have played guitar in a rock band for ten years raising money for various charities.