I have worked within the financial services industry since 2004, although it was not until 2013 that I joined Mattioli Woods. My original position was as a client relationship manager and property specialist, dealing with a host of administrative matters, particularly related to our in-house SIPP and SSAS arrangements.
I subsequently became a wealth management consultant in 2018 and have achieved the CII Level 4 Diploma in Regulated Financial Planning. In my current role I provide specialist wealth management and pension expertise to a variety of clients, ranging from directors of SMEs to those in professional and executive positions.
I enjoy playing golf and football in my spare time, and as a fan of Blackburn Rovers, I regularly attend games both home and away.