Keith Pressler

Starting my banking and finance career at The Royal Bank of Scotland, I moved to Taylor Patterson in 2000, and joined Mattioli Woods as part of the acquisition.

Responsible for financial planning strategies for high-net-worth individuals I have a large client portfolio throughout the UK. I advise my clients on tax planning, risk profiling, retirement planning, strategic financial planning and family protection. As well as being a chartered financial planner I am also a fellow of the Personal Finance Society.