I began my journey with Mattioli Woods in 2008 and have been advising clients for over a decade. My expertise lies within building and maintaining meaningful relationships with high-net-worth clients as their trusted adviser. This includes offering tailored advice in all aspects of financial planning, investments and comprehensive wealth management solutions. This has resulted in me assisting clients from various industries and professions, thanks to an extensive network of esteemed professionals, including accountants and solicitors.
Alongside advising clients, I take pride in sharing my knowledge and expertise with others. I am part of the management team for the trainee consultants programme which involves recognising and nurturing talent for future wealth management consultants. This encompasses both the strategic planning of the programme as well as delivering training and mentoring our new starters.
Away from the office, I enjoy spending time with my family and keeping fit, including running and playing golf.
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