I joined Mattioli Woods in 2014 initially on an apprenticeship as a client relationship manager. I have experience dealing with property, VAT and loan transactions due to spending time within the specialist team. I also manage a portfolio of SIPP and SSAS arrangements.
I provide my clients with a holistic approach to help them achieve their desired outcomes thanks to my broad knowledge of financial services, including pension planning. I have completed the Diploma in Regulated Financial Planning.
When not at work I enjoy playing rugby for my local club in Leicestershire, watching most sports and strolling around the countryside with my partner and our dog.