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 now supports the consultancy team in all facets of their advice, as well as assisting senior consultants with the management of their clients.
Martin is also involved with training new consultants as well as assisting the group with technical queries and has presented at several seminars throughout the UK. He is a fellow of the Chartered Insurance Institute and also won Paraplanner of the Year at the 2018 Professional Adviser Awards.
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.