Wealth Management Consultant
Martin joined Mattioli Woods after graduating from Lancaster University with an honours degree in economics and started his career as an account manager administering SIPPs and SSASs.
Before making the move to consultancy, Martin was involved in training and deputising for the administrator management. He also spent time supporting the consultancy team in all facets of advice, as well as assisting senior consultants with the management of their clients and the training of new consultants. He is also dedicated to maintaining his technical knowledge as a fellow of the Chartered Insurance Institute and also won Paraplanner of the Year at the 2018 Professional Adviser Awards.
Martin now advises clients in all areas of financial advice, by ensuring he thoroughly understands their situation, objectives and needs. He thrives on being able to cut through the complexity to create financial plans for clients that are clear, understandable and, crucially, meet those objectives.
In his spare time, Martin enjoys watching and playing most sports as well as trying to keep up with an energetic son!
About Mattioli Woods plc
Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £9.4 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.