I joined the Mattioli Woods team in May 2020 and hold the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and Mortgage Advice Qualification and am currently working towards attaining chartered status.
With over 20 years’ industry experience I advise a wide variety of private individuals and corporate clients on pensions, retirement planning and inheritance tax. I enjoy building long-lasting relationships with my clients and educating them on their financial wellbeing. I also enjoy showing clients the value of creating a long-term, resilient plan for their future.
I am married with three children and enjoy coaching my son’s grass roots football team. I am also a keen golfer.