I have been with Mattioli Woods for 16 years and amassed a portfolio of clients during this period. I completed a degree in financial studies at Sheffield Hallam University and have continued with my studies, gaining a Diploma with the Chartered Insurance Institute.
My interest and specialism in business planning in conjunction with bespoke retirement vehicles has allowed me to gain clients that are completely diverse, ranging from director/owners of sole trader/businesses through to large multinational businesses.
I am interested in Tae Kwon-Do, which I have been doing for more than 20 years. I am now a black belt and have competed in national and international competitions. As well as participating I now hold an instructor licence and teach students of all ages and backgrounds.