Having initially studied mechanical engineering at university, I joined Mattioli Woods as an apprentice in 2014 and officially became part of the consultancy team four years later. I now work very closely with Bob Woods, one of our company founders, in providing financial planning solutions for high-net-worth and ultra-high-net-worth clients.
Throughout my career at Mattioli Woods, I have been a member of the property, VAT and loan specialist teams and had a key role in a large company project involving non-standard investments. As a result, I have advanced knowledge in property and loan transactions within SIPP and SSAS arrangements, while also being particularly knowledgeable in investment planning.
I have a broad knowledge of numerous financial services and products, helping clients create a holistic financial plan tailored to their requirements. My areas of specialty include long-term savings, retirement planning, pensions (including SIPP and SSAS), investment strategy, tax planning and single premium bonds.
In my spare time I enjoy watching football as an Arsenal fan, bouldering and playing squash. I am an avid movie watcher with a particular love of Tarantino films.