I joined Mattioli Woods in 2010 with the benefit of previous experience in the financial services industry. After initially graduating from Leeds University I joined Rowanmoor Pensions as pensions administrator and subsequently Chase de Vere as technical consultant, providing technical pensions support to clients and professional contacts.
Following a number of years managing client portfolios at Mattioli Woods I moved across to the consultancy team where I now advise business owners and high-net-worth individuals on a range of pension and wealth management planning strategies.
I have attained the Diploma in Regulated Financial Planning and continue to focus on helping clients grow their businesses and achieve their financial objectives in retirement.
Outside of work I enjoy cycling, skiing and travelling to new places with friends and family.