I joined Mattioli Woods in 2007 as a law degree alumni from the University of Nottingham, with an interest in financial services. Since then, I have worked within various operational clientfacing roles and specialist areas, such as the group SIPP operations team prior to becoming qualified as a financial adviser.
As an adviser I have built up my portfolio of advised clients, typically consisting of entrepreneurs/family-owned businesses, corporate directors, high-net-worth clients and professional connections across the UK. I work closely with my clients and professional connections in relation to all aspects of holistic financial planning, including pension plan formation, the construction and maintenance of investment portfolios, protection and estate/inheritance tax planning.
As Wealth Management Director, I work closely with our Group Managing Director, Michael Wright, in the strategic development and integration of the Group’s wealth management divisions.
Outside work, I love keeping active by taking long bike rides with my two daughters, as well as running.