I started my career in financial services as an IFA at Northumbria Financial Management in 2000 before I moved to Wesleyan Medical Sickness, working as a specialist financial consultant to medical professionals. I stayed in this position for ten years before moving to Mattioli Woods in 2014.
My primary focus is to develop Mattioli Woods’ proposition in the North East, Yorkshire and the central belt of Scotland focusing on SIPP, SSAS and NHS benefits as well as wealth management. My particular interests lie within estate planning, protection, pensions and wealth management.
Outside of work I enjoy keeping fit by road cycling and I support Middlesbrough Football Club but I am yet to convince my wife and daughters to share my allegiance!