Prior to joining Mattioli Woods, I worked at a local building society as well as a nationwide insurance company. Since joining the group as a client relationship manager, I have moved through the ranks with my main focus being the delivery of holistic financial advice to my long-term clients, with a speciality in retirement and inheritance tax planning.
Over the years I have helped the group by leading a team of consultants for a number of years, while also focusing on the integration of acquired businesses. Currently, I am more involved with the group’s business development and marketing initiatives while continuing to look after my clients.
In my spare time I love spending time with my family but also occasionally escaping for a run, a session in the gym or a round of golf. Over the next couple of years, I hope to be able to take the whole family skiing.