I joined Mattioli Woods in 2017 on the Financial Services Development Scheme, progressing to a consultancy role through the in-house training program. I specialise in working with business owners and their professional advisor network - such as accountants, tax advisers and solicitors - to deliver great client outcomes. I particularly enjoy advising clients on SIPP/SSAS planning and building creative solutions around this.
As well as completing the CII Diploma in Regulated Financial Planning I also hold a CFA UK’s Investment Management Certificate and CISI’s Level 6 Certificate in Private Client Investment Advice and Management. Prior to working for Mattioli Woods, I completed my degree in Politics at University of Leicester and spent some time working in technology consultancy.
Outside of work, I enjoy a wide range of sports, including playing rugby and supporting Newcastle United Football Club.
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