I joined Mattioli Woods after graduating from the University of Leicester and quickly progressed through the consultancy programme while completing professional exams. I have since built a strong network of accountants, tax advisers and solicitors to ensure client needs are fully supported across the board.
As a chartered financial planner I provide holistic wealth management advice and support a diverse range of clients, from directors of SMEs to those in professional and executive positions. While the goals and solutions required to meet them are wide-ranging, I enjoy working with clients around exit and succession planning to ensure that they and their families benefit from their many years of hard work.
I regularly contribute towards the company’s newsletters and online articles, helping to keep other professionals updated with the often fast-changing legislative landscape. In addition, I often present seminars and external events, from individual professional practice presentations to larger UK exhibitions.
Outside of work I enjoy travel and good food with my wife and lazy Sundays with our sleepy bulldog. I also enjoy music (dabbling in guitar, bass and drums but mastering none of them!) and rugby, which can be challenging as a Northampton Saints fan living and working in Leicestershire!