Wealth Management Consultant
After working in the banking sector I joined Mattioli Woods in 2013, looking after both private and corporate clients. I enjoy the holistic aspect of my role, fitting the pieces together to help my clients achieve their financial goals.
A typical day can see me meeting with clients to discuss inheritance tax planning, trust/estate planning, pensions and life insurance.
Outside of Mattioli Woods, I love spending time with my young family, and enjoy a country lifestyle with my horses and dogs.