I joined Mattioli Woods in 2004 after graduating with a Law degree from University of Leicester. Over the years I have worked closely with my clients in creating bespoke and tailored retirement and investment strategies, allowing them to secure their own financial independence, while addressing other objectives such as cascading wealth down the generations tax efficiently.
In October 2019 I became Group Managing Director and in addition to my client portfolio, my focus is now on the strategic development of the Group’s wealth management and employee benefits divisions. I also lead the senior directorates in the delivery of the client proposition and consultancy functions of the business.
I have three beautiful daughters who take up most of my free time, but I have recently joined the local golf club with a view to getting back into the swing of walking round the course.