Mattioli Woods are excited to announce a partnership with the Association of Accounting Technicians (AAT)Who are AAT?AAT
is a global leading professional body for accounting technicians. They work across the globe with around 130,000 members in more than 100 countries. Their members are represented at every level of the finance and accounting world. Our involvement so far …
It started on a Saturday morning in Bristol, where Mattioli Woods consultants Jack Silk and Tom Duckworth presented to over 50 AAT members. Jack and Tom have made their way around the country presenting to a number of branches along with a handful of other Mattioli Woods consultants. Building on this and through Business Development Director Jody Downes’ relationship with the AAT head office we explored additional ways in which we could offer our help to AAT members.
Doug Ryan, Wealth Management Director at Mattioli Woods said, “As well as supporting their Future Finance initiative, we are delighted to partner with AAT and work with their members to enhance and support their existing client relationships. As well as offering on-going technical support on existing and new legislation, our team are always delighted to help with those ‘out of the box’ solutions.“
“Mattioli Woods have been key speakers for our branch programme over the past few months, and from feedback it’s clear our members have seen the benefit of having their expertise shared with them” says Joe Bennett, Product Manager (Memberships and Subscriptions) at AAT. “We’re therefore pleased to be furthering our relationship with Mattioli Woods to enhance our CPD programme and increase our members’ understanding of wealth management opportunities for their clients”.