I am a financial consultant who partners with CEOs, executives and owner managers to grow their wealth by understanding what their objectives are now and for the future.
After spending over 14 years working for Mattioli Woods my experience and knowledge of client situations has allowed me to grasp clients’ goals, which may entail an inventive attitude to developing solutions while utilising their pension to achieve them.
I am also able to translate goals into an effective strategy and structure through a simple but effective process. First, in asking and understanding to clarify the specifics of what the client is trying to achieve. Second, identifying and implementing a structure to achieve these goals from a personal, business and pension strategy. I also have strong knowledge and experience, which has helped clients develop their business from small family business to multi-million pound businesses.
I am married with two young children, who keep me busy. In my spare time, I like to play golf as well as support Leicester City and Leicester Tigers, including trips to watch them with friends.