David Wright

Wealth Management Consultant
About David

After joining Mattioli Woods in early 2017, I moved into a consultancy role in 2018 and have since provided holistic wealth management advice to a broad range of clients.

I help my clients put in place appropriate long-term strategies around building wealth, generating retirement income, maximising tax efficiencies and generally achieving their goals.

I hold the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and I am currently working towards attaining Chartered Financial Planner status.

Outside of work, I enjoy skiing and scuba diving.

Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the
Mattioli Woods team.