Davinder Grewal

Wealth Management Team Director
About Davinder

Davinder joined Mattioli Woods in 2006 after completing his business economics degree. Since joining the company, he has developed his knowledge of pension schemes such as SSAS and SIPP, as well as advising clients on wider wealth management areas such as inheritance tax and income planning.

As an adviser, Davinder works with business owners, entrepreneurs, and high-net-worth clients, to develop the most effective strategies to meet their objectives, whether this be around retirement planning, business exit or investment planning. His client portfolio is national, and this includes strong relationships with professionals such as accountants and solicitors.

Outside of work, Davinder loves to visit new places with his wife and two children. He enjoys training for, and running, half marathons throughout the year along with generally keeping fit.


Financial planning
Davinder Grewal
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