I have worked in financial services since 1984 and have worked at Mattioli Woods for more than 25 years. I was a key part of the development of one of the first SIPPs in the country and was also instrumental in the establishment of the first SIPP of Mattioli Woods when I joined in 1996.
During my career at Mattioli Woods I have qualified as a Fellow of the Pensions Management Institute (FPMI) and have developed a detailed technical knowledge in most areas of personal or controlling director pension planning, as well as personal investment planning for individuals. I am also able to advise on inheritance tax planning and wider wealth management.
I am currently Team Director of a business unit of consultants and administrators and combine this with advice to my own clients.
A keen walker, I have walked the Great Glen Way for charity. I like to read and relax with my wife and three children. I also like to combine my private interest in world geopolitics and economics with my day job advising clients.
Our Team Directors are all qualified and certified to give financial advice.
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