Before joining Mattioli Woods, I worked at the largest manager of venture capital trusts and investments that qualify for relief from inheritance tax. This provided me with expertise in the areas of inheritance tax planning and investments that provide tax relief for clients, and this still remains one of my core interests to date.
I hold the CII Diploma in Regulated Financial Planning and completed my degree in Finance and Investment Management at Northumbria University. I am now applying this knowledge to provide advice to clients in respect of pension planning, personal investments and the options available in relation to inheritance tax planning.
Outside of work, I am currently renovating an old cottage in South Leicestershire, which keeps me busy. In my spare time, I like to play golf with friends.