Having achieved his Financial Economics degree in 2018, Hamzah has spent the entirety of his career at Mattioli Woods. His journey began working as an administrator for three years, where he managed a portfolio of over 100 SIPP and SSAS schemes, thus providing an invaluable understanding of the processes behind managing client expectations.
With a genuine passion to keep learning, Hamzah continued his development as a paraplanner for Bob Woods in 2021 and, with Bob kindly taking him under his wing, Hamzah was able to join Bob in advising clients for a couple of years. Through this, Hamzah has gained precious exposure to a wide array of financial planning areas, including retirement planning, estate planning, and managing personal wealth.
Having obtained his CII Diploma in Regulated Financial Planning and CII Certificate in Discretionary Investment Management in 2022, Hamzah is now working his way towards Chartered status. These qualifications and experiences allow him to achieve what he enjoys most, which is helping high-net-worth-individuals and SME owners across the UK to achieve their goals in an open, honest and transparent manner. Specialising in providing holistic wealth management strategies, Hamzah ensures the overall position is tax efficient and tailored to achieve his clients’ aims.
In his spare time, Hamzah is a foodie, who enjoys spending time with family and taking them to try various cuisines. He is also an avid traveller who enjoys meeting new people and experiencing various cultures.
