Wealth Management Consultant
,
England
About Michael
With over 15 years’ experience in the financial services industry I previously worked for Broadstone Pensions & Investments Limited (formerly BDO Investment Management Limited) as a senior consultant, specialising in pension and retirement strategy.
I joined Mattioli Woods in 2014 with my primary focus on self-invested arrangements as well as investments and inheritance tax planning.
Outside of work I am a Birmingham City season ticket holder and keen runner having participated in the London Marathon and the Great North Run raising money for charities dear to my family.
Insights
