Having joined Mattioli Woods in 2018, Ernest started his career in financial services as a developing Client Relationship Manager (CRM). Over the years, he has built a solid foundation in his knowledge by assisting other advisers in delivering client objectives. More importantly, he was able to add value by showing high levels of proactiveness and attention to detail.
During his time as a CRM, Ernest gained exposure to a wide array of financial planning solutions incorporating SIPPs, SSASs and other retirement vehicles, as well as specialising in commercial property transactions and the management of the Group’s bloc property insurance offering.
A desire to help high earners, SMEs and business owners achieve their wealth creation and retirement objectives led Ernest to pursue and achieve his Level 4 Diploma in Financial Planning, which he is looking to expand on by pursuing Chartered status in the near future.
Outside of work, Ernest enjoys reading, working out at the gym and teaching his daughter and partner Italian, which he learned when he lived in Italy during his childhood and adolescence.
