I joined Mattioli Woods in 2015 as a Client Relationship Manager, working closely with consultants to provide a personal and bespoke service to clients. I became a key member of our in-house investment management team before progressing to a consultancy role through our successful development programme.
My experience has given me a breadth of knowledge in the key areas of financial planning, and I use this with clients to help them gain a better understanding of their current financial position before working with them to formulate a plan to prioritise and meet their financial objectives.
I hold the CISI’s Investment Advice Diploma (Financial Planning & Advice), as well as the Level 6 certificate in Private Client Investment Advice and Management.
While I have not played since my days at university, I am a big rugby fan and have been a life-long supporter of Leicester Tigers. I stay fit and active by going to the gym a few mornings a week, and also enjoy the occasional water-skiing trip to sunny Norfolk.