Wealth Management Consultant
I joined Mattioli Woods as a client relationship manager in 2006 and worked with Founder Director, Murray Smith, as his key account manager from 2009. I made the transition to consultancy in 2019.
Having honed my advanced knowledge of SIPP and SSAS arrangements during this time, I have a wealth of experience across the business. Although my particular focus is on wider wealth management, I also have a passion for establishing long-term relationships with my clients.
In my spare time I love getting out on my bike with my husband and discovering hidden little villages. However, since getting a puppy, we have also enjoyed the slower pace of discovering our local countryside.