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Leicester

Employee Benefit Team
Wealth Management Team
Asset Management Team
  • Adrian Mee
    Adrian Mee
    Commercial Director
    wealth
  • Alex Brown
    Alex Brown
    Director
    wealth
  • Nimmy
    Nimmy Uppal
    Wealth Management Consultant
    wm
  • Amit Joshi
    Amit Joshi
    Wealth Management Consultant
    wealth
  • Tom
    Tom Mayne
    Wealth Management Consultant
    WM
  • Chetan Mistry
    Chetan Mistry
    Wealth Management Consultant
    wealth
  • Davinder Grewel
    Davinder Grewel
    Wealth Management Consultant
    wealth
  • Doug Ryan
    Doug Ryan
    Director
    wealth
  • eddy Woore
    Eddy Woore
    Team Director
    wealth
  • Femi Foluronso
    Femi Folorunso
    Wealth Management Consultant
    wealth
  • John Kelly
    John Kelly
    Wealth Management Consultant
    wealth
  • Karena Woodall
    Karena Woodall
    Wealth Management Consultant
    wealth
  • Kieran Mehngar
    Kieran Mehngar
    Wealth Management Consultant
    wealth
  • Bob Woods
    Bob Woods
    Founder Director and Senior Adviser
    wm
  • Martin Scarrott
    Martin Scarrott
    Wealth Management Consultant
    wealth
  • Damian Cross
    Damian Cross
    Wealth Management Consultant
    WM
  • Michael fryer
    Michael Fryer
    Wealth Management Consultant
    Wealth Management
  • Michael Hulse
    Michael Hulse
    Wealth Management Consultant
    Wealth Management
  • Michael wright
    Michael Wright
    Wealth Management Director
    Wealth Management
  • Neil farndon
    Neil Farndon
    Wealth Management Consultant
    Wealth Management
  • Paul Cliffe
    Paul Cliffe
    Wealth Management Consultant
    Wealth Management
  • Peter Ryan
    Peter Ryan
    Wealth Management Consultant
    Wealth Management
  • Saroj Ekanayake
    Saroj Ekanayake
    Wealth Management Consultant
    Wealth Management
  • scott wakeling
    Scott Wakeling
    Team Director
    Wealth Management
  • Zuleka Abdulla
    Zulekha Abdulla
    Wealth Management Consultant
    WM
  • Thornton Wells
    Thornton Wells
    Wealth Management Consultant
    Wealth Management
  • Yasin Patel
    Yasin Patel
    Wealth Management Consultant
    Wealth Management
  • Adrian Firth
    Adrian Firth
    Employee Benefits Consultant
    Employee Benefits
  • Joy Smith
    Joy Smith
    Employee Benefits Consultant
    Employee Benefits
  • Nav Hundal
    Navtaij Hundal
    Wealth Management Consultant
    Wealth Management
  • Tom Duckworth
    Thomas Duckworth
    Wealth Management Consultant
    WM picker
  • Steve Eggleton
    Steve Eggleton
    Wealth Management Consultant
    WM
  • Jack Smith
    Jack Smith
    Wealth Management Consultant
    WM
  • David Wright
    David Wright
    Wealth Management Consultant
    WM
  • ginnyg
    Virginia Gamble
    Wealth Management Consultant
    WM
  • Simon Green
    Simon Green
    Wealth Management Consultant
    WM picker
  • Mark Moore
    Mark Moore
    Investment Analyst
    AM
  • John Pollard
    John Pollard
    Employee Benefits Consultant
    EB
  • Ryan Hall
    Ryan Hall
    Wealth Management Consultant
    WM
  • RSC
    Richard Shepherd-Cross
    Managing Director
    AM
  • Matthew Lowe
    Matthew Lowe
    Wealth Management Consultant
    WM
  • Ben Wattam
    Ben Wattam
    Investment Director
    AM
  • Andrew Goulter
    Andrew Goulter
    Wealth Management Consultant
    WM
  • George Davey
    George Davey
    Wealth Management Consultant
    WM
  • Jack Silk
    Jack Silk
    Wealth Management Consultant
    WM
Paul Rai
Paul Rai

LinkedIn

Employee Benefits Consultant

Paul Rai has worked in the financial services sector for over 25 years as an adviser, manager, and partner in leading industry companies including Aviva, RBS, and Towry, providing financial planning, wealth advice. and corporate consultancy.

Paul has focused on corporate consultancy and employee benefits for the past 15 years, including employee benefit audits, M&A, EB due diligence, group pension consultancy, executive advice, group risk assessments, and flexible benefits.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Adrian Mee
Adrian Mee

LinkedIn

Commercial Director

Adrian Mee joined Mattioli Woods after graduating from the University of Birmingham with an Honours degree in economics. He moved into consultancy after gaining the Diploma in Financial Planning, now seen as a significant benchmark qualification for advisors proposed by the FCA.

Adrian regularly lectures on pension legislation at both internal and external seminar events, as well as being an editor for various tax journals on pension planning, and also advises clients on the construction and maintenance of investment portfolios.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Alex Brown
Alex Brown

LinkedIn

Director

Alex has worked at Mattioli Woods for over 18 years, having joined in 1997 after graduating from the University of Leicester. Alex now looks after in excess of 150 clients throughout the UK. A good proportion of Alex’s clients are owner-managers with commercial property let to their businesses within their pension schemes, and this is an area in which Alex has considerable experience and knowledge – as well as also providing ongoing and bespoke investment advice for clients with more conventional pension schemes.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Nimmy
Nimmy Uppal

LinkedIn

Wealth Management Consultant

Nimmy joined Mattioli Woods in 2013 after graduating from Coventry University with an Honours degree in Finance and Investment. Initially working as a client relationship manager, Nimmy administered a portfolio of diversified SIPP and SSAS schemes, which has given her valuable experience and knowledge in dealing with her own clients as a consultant.

Nimmy works closely with her clients in relation to pension planning, and also in more holistic wealth management, including inheritance tax planning. This provides members with appropriate retirement options tailored to their circumstances, and eventually suitable succession planning.

Nimmy holds the Chartered Insurance Institute’s Diploma in Financial Planning, and is now studying towards completing the Advanced Diploma, with the anticipation of achieving Chartered Financial Planner status.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Amit Joshi
Amit Joshi

LinkedIn

Wealth Management Consultant

Amit joined Mattioli Woods with an honours degree in Accounting and Finance from Nottingham Trent University after working as a trainee auditor in New York City.
After starting as an account manager, Amit spent time with the Investment Broking division assisting with in-house economic research and providing data analysis support to consultants. Amit was also a member of the compliance team, ensuring that consultants’ advice and self- administered schemes were carried out in line with FSA guidelines.

Amit has a strong network of professional contacts across the country leading to introductions to a number of clients within a number of different industries and professions. The main areas of planning Amit assists his clients with are investment planning and how self-administered schemes can interact with businesses.
Amit has held the Diploma in Financial Planning since 2009.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Tom
Tom Mayne

LinkedIn

Wealth Management Consultant

Tom has worked in the financial services industry since 2012 and joined Mattioli Woods in 2014. Coming from a competitive pension provider, Tom began as an account manager handling the day-to-day administration of SIPP and SSAS schemes. As part of his development into consultancy, Tom assisted Wealth Management Director, Alex Brown, with the management of his clients.

After achieving the CII Level 4 Diploma in Regulate Financial Planning, Tom became a consultant in 2017, providing advice and wealth management to directors of small-to-medium-sized business and partnerships.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Chetan Mistry
Chetan Mistry

LinkedIn

Wealth Management Consultant

Chetan joined Mattioli Woods in 2008 after completing his degree at Nottingham Trent University. He began his career as an account manager as well as spending time within the broking department assisting with the company’s annual investment review.
As a consultant, Chetan has developed a network of professional contacts, such as accountants and solicitors. These contacts have led to the introduction of clients within a number of different industries and professions.

Chetan works closely with his clients in relation to pension planning, and also the more holistic wealth management planning, including inheritance tax planning. This provides members with appropriate options in retirement tailored to their circumstances, and eventually suitable succession planning.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Adrian Firth
Adrian Firth

LinkedIn

Employee Benefits Consultant

Adrian joined Mattioli Woods in 2015 as an employee benefits wealth consultant. Prior to joining Mattioli Woods, Adrian held various positions in the financial services industry managing corporate clients on behalf of HBOS (Lloyds Banking Group), Santander, and Yorkshire Building Society.

Adrian has also spent a significant part of his career with the industry regulator, the Financial Conduct Authority. Whilst at the FCA, he helped to develop and deliver the regulators objectives for financial education (which later became the Money Advice Service) and was actively involved in the Retail Distribution Review.

Adrian lives in Huddersfield with his wife and three children, and when not working is an active Yorkshire Masters swimmer.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
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Abbee Scott

LinkedIn

Wealth Management Consultant

Abbee joined Mattioli Woods in 2017 after a career in Sales and Marketing. Since joining Mattioli Woods, Abbee has developed a network of professional contacts, including accountants and solicitors, assisting their clients with all aspects of tax and pension planning.

Abbee became a consultant in 2017, providing advice in relation to pension planning and wealth management, including inheritance tax planning to directors of small-to-medium-sized business and partnerships.

Abbee holds the Chartered Insurance Institute’s Diploma in Regulated Financial Planning, and is now studying towards completing the Advanced Diploma, with the anticipation of achieving Chartered Financial Planner status.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Davinder Grewel
Davinder Grewel

LinkedIn

Wealth Management Consultant

Davinder joined Mattioli Woods in 2006 after completing a Business Economics degree at Nottingham Trent University.

Within the company, he has developed his knowledge of self-administered schemes in an account management role, as well as working in the investment team before becoming a consultant.

Davinder presents at our seminars throughout the UK and thrives on the ability to provide technical, investment, and consultancy advice to owner-managed businesses and professionals, ensuring the appropriate retirement strategies are in place.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Doug Ryan
Doug Ryan

LinkedIn

Director

Doug started his career at a building society and a nationwide insurance company before starting at Mattioli Woods. After working as an account manager and a member of the broking department, Doug moved over to the consultancy team.

As a consultant, Doug has developed a portfolio of clients and provides practical and structural advice in relation to all areas of pension schemes, where he specialises in forms of self-investment that allows schemes to interact commercially within a business.

Doug is a team leader for a group of our consultants and regularly presents at seminars and exhibitions throughout the UK.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Eddy Woore
Eddy Woore

LinkedIn

Team Director

Eddy has worked in financial services since 1984, and with Bob Woods and Ian Mattioli for over 21 years. He was part of the development of one of the first SIPPs in the country and he was instrumental in the establishment of the first SIPP of Mattioli Woods when he joined in 1996.

During his career at Mattioli Woods, Eddy has qualified as an Associate of the Pensions Management Institute and has developed a detailed technical knowledge in most areas of personal or controlling director pension planning, as well as personal investment planning for individuals. He enjoys speaking at seminars for accountants, solicitors, and clients country-wide, particularly in relation to the new legislation, and the opportunities and implications this presents.

Married with three children, Eddy spends a lot of time taking part in family activities. He is also a keen reader, likes to keep up with world events, and has an interest in economics.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Femi Foluronso
Femi Folorunso

LinkedIn

Wealth Management Consultant

Femi joined Mattioli Woods after graduating with a degree in Law from University of Nottingham and holds the Diploma in Financial Planning from the Chartered Insurance Institute (CII).

Femi has built his own portfolio of directors, senior managers, entrepreneur clients, and professional contacts throughout the UK, where he specialises in bespoke pension consultancy through the use of self-invested pension schemes, i.e., SIPP/SSAS, and wealth management planning, i.e., investments, trusts, and protection for both family and corporate clients.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Simon Walker
Simon Walker

LinkedIn

Wealth Management Consultant

Simon joined Mattioli Woods in January 2017, following ten years as a commissioned officer in the British Army where he saw active service in both Iraq and Afghanistan as well as other deployments around the globe. Although superficially a very different employment, he is able to draw upon his battle-proven leadership, risk-management, communication and organisation skills to deliver simple, clear and effective advice and guidance for his clients.

As a holder of the Diploma in Regulated Financial Planning, Simon will continue to expand his professional qualifications through completion of the Advanced Diploma in Regulated Financial Planning as a prelude to gaining Chartered status.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
John Kelly
John Kelly

LinkedIn

Wealth Management Consultant

John has worked in the financial services industry since 1989, and since working for some of the UK’s largest financial services and investment companies - including Aegon and Old Mutual - he has developed a vast amount of knowledge, expertise, and insight into financial planning. He has also provided specialist advice for clients of national accountancy firm PKF, now part of BDO.

John’s particular expertise lies with business owners and high-net-worth individuals who are looking for advice on pensions, retirement planning, and inheritance tax. The application of his knowledge to specific client scenarios are particularly valued. He also uses his investment experience to provide common-sense opportunities to grow client portfolios across a wide variety of asset classes.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Karena Woodall
Karena Woodall

LinkedIn

Wealth Management Consultant

Karena has worked in the financial service industry since 1987, gaining a wealth of pension knowledge.

Karena joined Mattioli Woods in 1999, providing technical support to the consultancy team and the management for the company portfolio of group scheme clients. In 2005, she moved full time into consultancy, providing advice and wealth management to directors of small-to-medium-sized businesses and partnerships.

Karena has an MSc in Financial Planning and Business Management. She is a Chartered Financial Planner and a Fellow of the Personal Finance Society and Institute of Financial Planners. She also acts as a voluntary adviser for the Pensions Advisory Service.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Steve Thurlby
Steve Thurlby

LinkedIn

Wealth Management Consultant

Steve joined Mattioli Woods in 2015 after having previously served five years with the British Armed Forces. Having risen to team management level, his relationship skills and planning capabilities acquired throughout his time of service complement his role as a wealth management consultant.

Since achieving his Diploma in the Personal Finance Society, Steve has gone on to work with clients on all aspects of their current and future financial planning requirements, ranging from areas such as investment advice, inheritance tax planning, and pension strategy. He enjoys providing his clients with an entirely bespoke service, which is tailored around their personal financial provisions.

Steve is continuing to develop his professional qualifications and is currently working towards his status as a Chartered Financial Advisor.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Kieran Mehngar
Kieran Mehngar

Wealth Management Consultant

Kieran has been with Mattioli Woods for over ten years and has amassed a portfolio of clients during this period. Kieran completed a degree in Financial Studies from Sheffield Hallam University, and has since completed a Diploma with the Chartered Insurance Institute.

Kieran now plays a major part in the consultancy team, and in particular has a keen interest and specialism in business planning in conjunction with bespoke retirement vehicles. His clients are completely diverse, and range from director/owners of sole trader/partnership businesses, right through to large multinational businesses.
Kieran has particular interest in the martial art of Tae Kwon-Do, and has over 20 years’ experience. He has attained a black belt and competed in national and international competitions. He now holds an instructor licence and teaches students of all ages and backgrounds.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Bob Woods
Bob Woods

LinkedIn

Founder Director and Senior Adviser

Bob has over 30 years' experience in investment planning and chairs the Group's Investment Committee. Bob stepped down as Executive Chairman at the group’s AGM on October 25, 2016, but continues to provide strategic input in a full-time, executive role as Senior Adviser to the Group.

Bob has been key to the development of Mattioli Woods' strategy and investment ethos. Bob founded Mattioli Woods in partnership with Ian Mattioli in 1991. His personal achievements include winning the London Stock Exchange AIM entrepreneur of the year award jointly with Ian Mattioli, and a Lifetime Achievement Award co-sponsored by the The Leicester Mercury and the University of Leicester.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Martin Scarrott
Martin Scarrott

Consultant

Martin has worked in the financial services industry since graduating with honours from De Montfort University in 1993. He began his career as a pension account manager before becoming a support consultant for a large multinational employee benefit consultancy in 1997. He progressed into a full-time consultancy role with Mattioli Woods in 1998.

Martin has experience in all areas of pension planning, from small defined contribution schemes, to large defined benefit arrangements. In the last ten years, Martin has been very active in helping clients with paid-up defined benefit arrangements with a gradual wind-down strategy designed to transfer some of the investment risk away from the company, in order to improve solvency and assist with exit planning.

Martin also looks after a substantial portfolio of self-administered schemes for owner- managers and high-net-worth individuals. As one of Mattioli Wood’s senior consultants, Martin is a regular participant in the company’s seminar activities usually taking the role of lead speaker or chairperson.

On a personal level Martin is married with two young children and is somewhat of a fitness fanatic usually to be found in the gym, riding his mountain bike, or training for the next marathon.
  • Pensions
  • Investments
  • Portfolio Management
  • Financial Planning
  • Property
  • Protection

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Martin Scarrott
Martin Scarrott

LinkedIn

Wealth Management Consultant

Martin has worked in financial services since graduating from university in 1993. He began his career as a pension account manager before becoming a support consultant for a large multinational employee benefit consultancy in 1997. He progressed into a full-time consultancy role with Mattioli Woods in 1998.

Martin has experience in all areas of pension planning, from small defined-contribution schemes, to large defined-benefit arrangements. Martin has been very active in helping clients with paid-up defined benefit arrangements with a gradual wind-down strategy designed to transfer some of the investment risk away from the company, in order to improve solvency and assist with exit planning.

Martin also looks after a substantial portfolio of self-administered schemes for owner-managers and high-net-worth individuals. As one of Mattioli Wood’s senior consultants, Martin is a regular participant in the company’s seminar activities usually taking the role of lead speaker or chairperson.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Damian Cross
Damian Cross

LinkedIn

Wealth Management Consultant

Damian joined Mattioli Woods in 2016 after a successful career spanning over 18 years in the British Royal Military Police and Security Consultancy industry working in hostile locations such as Kosovo, Iraq and Afghanistan. Since joining the company Damian has used his grit and determination to progress quickly gaining valuable knowledge and experience in all aspects of Wealth management and pension consulting achieving the Diploma in regulated financial planning.

Damian now enjoys providing bespoke support and advice for his private and corporate clients helping them to solve their financial concerns and achieve their financial goals.

Damian is now working towards his Advanced Diploma for Chartered Financial Planner status.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Michael fryer
Michael Fryer

LinkedIn

Wealth Management Consultant

Michael has worked in the financial services industry since 2000. He started his career as an IFA at Northumbria Financial Management before joining Wesleyan Medical Sickness, where he worked for ten years as a specialist financial consultant to medical professionals.

Michael’s primary focus is to develop Mattioli Woods’ proposition in the North East and Yorkshire, focussing on SIPP, SSAS, and NHS benefits, as well as wealth management.
His particular interests lie within estate planning, protection, pensions, and wealth management.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Michael Hulse
Michael Hulse

LinkedIn

Wealth Management Consultant

Michael Hulse has 15 years’ experience in the financial services industry. He previously worked for Broadstone Pensions & Investments Limited (formerly BDO Investment Management Limited) as a senior consultant in Birmingham, specialising in pension and retirement strategy.

Based in Leicester, Michael’s primary focus is in self-invested arrangements, as well as investments and inheritance tax planning.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Michael wright
Michael Wright

LinkedIn

Wealth Management Director

Michael joined Mattioli Woods in 2004 after graduating with a Law degree from the University of Leicester. He works closely with clients in creating bespoke and tailored retirement strategies, allowing them to secure their own financial independence whilst addressing ancillary objectives such as inheritance tax mitigation.

Within this remit, Michael offers expertise on general investing, the use of trust and other specialist vehicles, as well as highly flexible pension vehicles such as SIPP and SSAS.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Neil farndon
Neil farndon

LinkedIn

Wealth Management Consultant

Neil has worked in pensions since 1988, beginning his career with a major life insurer. He joined Mattioli Woods in 1998 and worked as a team leader and an account manager.

Neil now works in consultancy, focusing on advising clients on all aspects of pension planning and how it integrates into a client’s overall wealth management strategy. He has a varied portfolio of clients throughout the UK.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Paul Cliffe
Paul Cliffe

LinkedIn

Wealth Management Consultant

Paul joined Mattioli Woods after graduating from Nottingham Trent University in 2008 with a BA (Hons) in Business Economics. His career began as an account manager handling the day-to-day administration of SIPP and SSAS schemes. As part of his development into consultancy, Paul assisted Chief Executive, Ian Mattioli, with the management of his clients.

After achieving Chartered Financial Planner status, Paul continued his professional qualifications to become a Fellow of the Personal Finance Society. Paul became the first winner of the Insurance Institute of Leicester Young Achiever of the Year award (2013) and recently won national Newly Qualified Advisor of the Year (2014).

He is now applying his extensive knowledge and experience to benefit his existing clients and professional contacts throughout the UK.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Peter Ryan
Peter Ryan

LinkedIn

Wealth Management Consultant

Peter graduated from university in 2010 with an honours degree in History and Politics, and worked in Parliament before beginning his career in financial services at a small pensions firm in Nottingham. Joining Mattioli Woods in 2013, Peter quickly progressed into training as a consultant. He is now responsible for providing bespoke financial advice and planning to a growing portfolio of clients, as well as developing relationships with professional contacts.

Peter holds the Chartered Insurance Institute’s Regulated Diploma in Financial Planning, and is the winner of the Leicester Insurance Institute’s 2015 prize for the best examination results in completing the Diploma. Peter is now studying towards completing the Advanced Diploma, with the anticipation of achieving Chartered Financial Planner status.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Saroj Ekanayake
Saroj Ekanayake

LinkedIn

Wealth Management Consultant

Saroj graduated from the University of Leeds and joined Mattioli Woods after working as a sales executive.

His career at Mattioli Woods started in account management, where he gained valuable experience and knowledge of self-administered pension schemes. He also became a key member of the in-house broking and compliance teams.
Now a consultant, Saroj specialises in new business development, dealing with owner- managed businesses and self-employed individuals in building an appropriate retirement strategies.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
scott wakeling
Scott Wakeling

LinkedIn

Team Director

Scott joined Mattioli Woods in 2001 after graduating with a degree in Financial Economics. His career at Mattioli Woods started in account management before gaining his professional qualifications to become a consultant.

As a senior consultant, Scott now advises corporate and individual clients at all stages along the retirement wealth cycle, which includes pensions and inheritance tax planning.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Zulekha Abdulla
Zulekha Abdulla

LinkedIn

Wealth Management Consultant

Zulekha initially graduated in Law (was called to the Bar by The Honourable Society of the Inner Temple in 2010), has now obtained her diploma in Regulated Financial Planning, and is currently working towards her status as a Chartered Financial Advisor, seen as the gold standard for our industry.

Joining Mattioli Woods via our graduate scheme in 2011 as a client relationship manager, applying her law background, she quickly progressed within the company as a technical specialist across VAT and property as well as helping with acquisitions of other firms to the Mattioli Woods group.

Since joining, Zulekha has built a network of professional contacts, including accountants and solicitors, throughout the UK. This has led to client introductions from various sectors from whom she has worked closely in by building bespoke structured retirement strategies in conjunction with tax planning/mitigation.

Her specialism is working within small to medium sized businesses, helping them understand their tax environment and their pension flexibility in order to grow business profits whilst building a tax efficient retirement strategy across SIPP, SSAS, ISAs, VCTs, and Offshore bonds.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Thornton Wells
Thornton Wells

LinkedIn

Wealth Management Consultant

Thornton joined Mattioli Woods after graduating from the University of Leicester and initially worked as an administrator whilst undertaking professional exams. Thornton now works with a network of accountants and tax advisers to provide pension planning.

He supports a diverse range of clients, from directors of SMEs, to those in professional and executive positions, providing wider wealth management advice.
Thornton regularly contributes towards Mattioli Woods’ newsletters and online articles, which help to keep other professionals updated with the often fast-changing legislative landscape. In addition, he presents our own seminars and a range of external events, from individual professional practise presentations, to larger UK exhibitions.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Yasin Patel
Yasin Patel

LinkedIn

Wealth Management Consultant

Yasin began his career as a legal advocate before joining Mattioli Woods in 2009. He initially started as an account manager, and after gaining his Certificate in Financial Planning, he was fast-tracked to the consultancy team.

In 2010, Yasin played a vital role in the launch of the first UK Sharia compliant SIPP. Yasin now specialises in new business development, dealing with owner-managed businesses to self-employed individuals, as well as those who are interested in Sharia compliant pension planning.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Joy Smith
Joy Smith

LinkedIn

Employee Benefits Consultant

Joy has worked within the financial services industry for nearly 40 years. She has broad experience in both defined benefit and defined contribution pension arrangements, as well as group risk schemes, having worked solely within the employee benefits area for the last 34 years.

Previously, Joy has dealt with administration, as well as dealing with clients face to face, conducting individual employee meetings, and providing presentations to groups of employees. Latterly, much of her work has been centred around auto enrolment and supporting clients through the maze of legislation, which is constantly evolving.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Nav Hundal
Navtaij Hundal

LinkedIn

Wealth Management Consultant

Navtaij joined Mattioli Woods in 2009 after graduating from Aston Business School with a degree in Business and Management, specialising in Accounts and Economics.

Upon starting at Mattioli Woods, Navtaij administered a portfolio of diversified SIPP and SSAS schemes, which gave him valuable experience in dealing with an array of technical issues and challenges before joining the consultancy team. He now works with a broad range of owner-managers and professional contacts, dealing with technical, investment, and consultancy advice, and thus ensuring appropriate retirement strategies are in place.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Td
Thomas Duckworth

LinkedIn

Wealth Management Consultant

Tom joined Mattioli Woods in 2014 with over six years’ experience in financial services.  This includes a background in providing regulated advice to businesses and individuals to create innovative and effective financial planning. 

Since joining Mattioli Woods, Tom has developed a portfolio of clients advising on all aspects of pension planning and wider wealth management.  Tom has a passion for establishing long-term relationships with his clients and advising on all elements of their financial planning to help them achieve their goals now and in the future.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Steve Eggleton
Steve Eggleton

Wealth Management Consultant

Steve joined Mattioli Woods in 1997 after graduating with a degree in Law and worked as an account manager initially before becoming a consultant with responsibility for a portfolio of SSAS and SIPP clients throughout the UK.

In 2002, Steve left Mattioli Woods to establish his own pension consultancy business, where he continued to focus on the self-administered pensions market as well as advising on overseas pension transfers for expatriates and high-net-worth foreign nationals. This led him to return to Mattioli Woods in 2009, where he continues to develop his portfolio of clients.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Jack Smith
Jack Smith

LinkedIn

Wealth Management Consultant

Jack joined Mattioli Woods in 2015 after spending several years working in the real estate industry. Initially working as a Client Relationship Manager, Jack worked closely with the consultancy team by implementing a wide variety of bespoke financial strategies.

As part of his development into consultancy, Jack supported Wealth Management Director, Michael Wright, with the management of his clients.

Jack now provides specialist pension advice for a diverse range of clients, ranging from directors of SMEs to those in professional and executive positions; specifically utilising self-invested arrangements to maximise flexibility and control at all stages of the wealth cycle.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
David Wright
David Wright

LinkedIn

Wealth Management Consultant

David joined Mattioli Woods in 2017 with an honours degree in International Business Management from the University of Lincoln, after enjoying a sales and operations career in the motor industry.

Since becoming a consultant in 2018, David provides pension and wealth management advice for a broad range of clients, including those in professional and executive positions. David advises on multiple areas of planning, including self-invested pension arrangements, investment opportunities, and other sophisticated wealth solutions to achieve client goals.

David holds the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and is now working towards attaining Chartered Financial Planner status.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Ginny Gamble
Virginia Gamble

LinkedIn

Wealth Management Consultant

Virginia joined Mattioli Woods with 10 years’ experience in the financial services industry. Having previously worked for JPMorgan Corporate Investment Bank, she gained valuable knowledge in the UK pension sector as well as the alternative investment funds market, encompassing hedge funds, private equity, and real estate funds as a sales and client relationship manager.

Virginia’s professional qualifications and experience coupled with her innovative mindset enables her to develop solutions to suit clients’ individual wealth management needs. Virginia specialises in areas such as tax, estate and IHT planning, pensions and retirement strategies, and investment advice for both business owners and professionals.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Simon Green - Consultant
Simon Green

LinkedIn

Wealth Management Consultant

Simon Green joined Mattioli Woods after previously working in banking, and as a parliamentary economics correspondent for a public affairs agency.  He graduated from the University of Leicester with an Honours degree in Law, and a Master’s degree in Diplomatic Studies and International Relations, having written a dissertation on the impact of international sanctions on the Rhodesian economy 1965-1981.  

Since joining Mattioli Woods, Simon has gained his Diploma in Financial Planning, and now works alongside accountants, solicitors, and other professionals on behalf of clients. Simon assists with implementing both pension and broader wealth management strategies that can provide for the long term, deliver strategic business advantages, and maintain tax efficiency.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Mark Moore
Mark Moore

Investment Analyst

Mark began his financial services career in 2002, working for a large UK wealth manager. He joined Mattioli Woods in 2013 as part of the investment operations team before moving into investment management and research.

Co-managing Mattioli Woods’ multi-asset funds, Mark holds primary research responsibilities for a range of fixed income and equity sectors. He also works closely with the company’s consultants to ensure appropriate investment outcomes for clients, and is an associate member of the Chartered Institute for Securities and Investment.

When not following investment markets and keeping up to date with economic news, Mark enjoys spending time with his 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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
John Pollard
John Pollard

Employee Benefits Consultant

Prior to joining Mattioli Woods in June 2018, John – who has more than thirty years’ experience advising corporate clients – held various positions in the employee benefits industry, advising clients on behalf of Alexander Forbes, Aviva and RSM Tenon.

During his career, John has worked in the pensions industry’s unprecedented period of change, giving him a first-hand, in-depth knowledge of the intricacies of employer pension arrangements. He also advises on death-in-service and private medical insurance benefits.

John – an enthusiastic member of his Ju Jitsu club – lives in Birmingham with his wife and young 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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Ryan Hall
Ryan Hall

LinkedIn

Wealth Management Consultant

Ryan joined Mattioli Woods as an apprentice in July 2014, officially becoming part of the consultancy team in 2018. He has been a member of the property, VAT and loan specialist teams and has advanced knowledge in these types of transactions within SIPP and SSAS arrangements.

Specialising in retirement planning, Ryan also has a broad knowledge of numerous other financial services and products, helping clients create a holistic financial plan tailored to their requirements.

Ryan – who in his spare time enjoys playing squash – is working towards chartered status.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Andrew Goulter

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
RSC
Richard
Shepherd-Cross

LinkedIn

Managing Director

Richard qualified as a chartered surveyor in 1995, joining Mattioli Woods in 2009 to establish Custodian Capital as the property fund management subsidiary to the group. In 2014, he was instrumental in the establishment of Custodian REIT plc, and, following the latter’s successful initial public offering, which raised £55 million, Richard has overseen its growth to its current market cap.

Richard has also been central to the establishment of a new business line for Custodian Capital, which offers asset-backed private equity investment opportunities to the high net worth clients of Mattioli Woods.

Richard is married with three sons and together they live in the country with dogs, horses and geese.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Matthew Lowe
Matthew Lowe

LinkedIn

Wealth Management Consultant

Matthew has worked in the financial services industry since 2004, first joining Mattioli Woods in 2013 as a client relationship manager responsible for handling the day-to-day administration of SIPP and SSAS schemes.

Now in his second period of service with the company, Matthew has achieved the CII Level 4 Diploma in Regulated Financial Planning, subsequently becoming a consultant in 2018. In this role, he provides specialist wealth management and pension expertise to a variety of clients ranging from directors of SMEs to those in professional and executive positions.

In his spare time, Matthew enjoys playing football and golf.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Ben Wattam
Ben Wattam

LinkedIn

Investment Director

Ben graduated in Economics with Geography from Loughborough University and has worked in investment management since joining Mattioli Woods in 2004. He sits on the Asset Allocation Committee and has research responsibilities within the Investment Research Team, which he leads with Ian Goodchild.

He co-manages the Mattioli Woods Multi-asset Funds with Ian Goodchild and Mark Moore and manages the Mattioli Woods Structured Products Fund with Mark Fuller. He regularly presents at client seminars on a wide range of investment and economic topics.

Ben is a Chartered Alternative Investment Analyst (CAIA) and is a Chartered Member of the Securities Institute for Securities & Investment (CISI).

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Andrew Goulter
Andrew Goulter

LinkedIn

Wealth Management Consultant

Andrew joined Mattioli Woods in 2017 following 11 years of working in the printing industry. His role as general manager provided valuable insight into the workings and responsibilities of business to the entrepreneur, as well as the wealth management opportunities available to business owners. He previously received an honours degree in Business Economics from Leicester University.

Since joining to Mattioli Woods as a trainee consultant, Andrew earned his Diploma in Regulated Financial Planning whilst gaining hands-on experience in pension administration, investment structures, and wider wealth management opportunities. Andrew is keen to work with his network of clients to ensure suitable and sustainable solutions are put in place to meet their personal and business needs.

Andrew is working towards becoming a pension transfer specialist, allowing direct involvement into bespoke transfer advice.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
George Davey
George Davey

LinkedIn

Wealth Management Consultant

George joined Mattioli Woods in June 2017 after working as a recruitment consultant for an internationally recognised London-based firm.

Through Mattioli Woods’ trainee consultancy programme, George has gained an exceptional knowledge of the implementation of advice, investment structures and broader client financial planning. Since starting at the company, he has also gained his regulated financial planning diploma, and is now working towards attaining chartered financial planner status.

Outside of work, George also holds a professional qualification in SCUBA diving.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Jack Silk
Jack Silk

LinkedIn

Wealth Management Consultant

Jack joined Mattioli Woods in June 2014, successfully completing an apprenticeship as a client relationship manager. He has experience in dealing with property, VAT and loan transactions, having spent time in the specialist team, as well as managing a portfolio of SIPP and SSAS arrangements.

With a broad knowledge of financial services, in addition to pension planning, Jack can provide clients with a holistic approach to help them achieve their desired outcomes.

Jack – who plays amateur rugby in his spare time – has also completed the diploma in regulated financial planning.

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 £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.