Wealth Management Consultant
Greg joined Mattioli Woods in 2007 after completing his Law and Business degree at Sheffield Hallam University. His career began as an account manager, handling the day-to-day running of SIPP and SSAS pension schemes and wealth management cases. After completing the industry examinations, he was fast-tracked into consultancy in 2009 to assist Chief Executive, Ian Mattioli, in the management of his clients.
Greg has now taken on the full responsibility of managing some of Ian Mattioli’s clients whilst successfully growing his own portfolio. His clients are primarily high-net- worth individuals and owner-managed businesses from a diverse range of sectors.
As a consultant, Greg specialises in bespoke pension planning for directors and owner-managers of small-to-medium-sized business, plus personal investment, and tax planning for his clients. Greg holds the Advanced Pension Transfer qualification and 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 and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.