I am a graduate of De Montfort University in Leicester and began my career in financial services in 1993. Following an administrative role and subsequently a consultancy support role for a multinational provider, I became an adviser with Mattioli Woods in 1998. I am a specialist in pensions and have extensive experience in employee benefits as well as individual/private pensions (including self-administered schemes). I also have many years’ experience in wider wealth management including personal wealth/investment planning, trust and inheritance tax planning, and financial protection.
I am married with two grown-up children and in my spare time am a keen movie goer and love hiking and mountain biking.
Our Team Directors are all qualified and certified to give financial advice.