I joined Mattioli Woods in January 2019 after graduating from the University of Birmingham with a degree in economics and geography. I was initially employed as a client relationship manager, developing my knowledge and skills by administrating large and complex SIPP and SSAS pensions.
Having completed my Diploma in Regulated Financial Planning, I am currently working towards chartered status. I work with professionals and high-net-worth individuals to provide bespoke financial planning solutions. As well as offering investment opportunities to my clients, I also provide retirement and inheritance tax planning to deliver a fully holistic service.
When not at work I am an enthusiastic golfer and skier. More recently I have enjoyed experimenting in the kitchen, albeit with varying success!