Ian Avery

Wealth Management Consultant
About Ian

My financial services career began in 2006 on leaving university and joining Capita SIP Services as a SIPP administrator. I moved onto Brown Shipley, a private bank in London, in 2008.

Following successful completion of the Diploma in Regulated Financial planning, I was promoted to pension adviser in 2014. I have worked as a financial planner for Mattioli Woods since the acquisition of Hurley Partners in 2020, where I have since built a large client base of pension (SIPPs and SSASs) and private clients to whom I provide advice on all aspects of financial planning.

I am passionate about helping people and always treat others as I would wish to be treated myself. Outside of work, I enjoy spending time with my young family and trying to keep fit.

Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the
Mattioli Woods team.