I joined Mattioli Woods in July 2019 as a Client Relationship Manager, providing an authentic and bespoke service to our clients. Through various roles at the company, I have worked with private clients to help them achieve their financial goals and ambitions.
Before joining the company, I held a position in a commercial property team at a large pension provider. This provided me with expertise in the areas of purchase and management of commercial property within pension schemes, and this still remains one of my core interests to date. Prior to this I graduated from Nottingham Trent University with a degree in economics, finance and banking.
I enjoy lifting the cloud of mystery and jargon from the financial advice landscape, providing peace of mind to my clients who seek help with financial planning for their future.
When not advising clients, I can be found in the great outdoors hiking and camping with my young family, toasting marshmallows and burning sausages.