Wealth Management Consultant
I joined Mattioli Woods in 2008 after completing my degree in Business Economics. Working closely with my clients, both locally and nationally, I provide advice in respect of bespoke pensions and investments planning, as well as wider wealth management including succession planning.
I have also developed a network of professional contacts, such as accountants and solicitors. These contacts have led to the introduction of clients within a number of different industries and professions.
To support my colleagues, I provide training sessions internally to assist the trainee consultants as well as mentoring newer consultants.
In my spare time, I enjoy spending time with my family, keeping fit and I’m a keen runner.
HOW TO PLAN YOUR INVESTMENTS DEPENDING ON YOUR AGE - MATTIOLI WOODS' CHETAN MISTRY COMMENTS IN THE TELEGRAPH