meet the team

Newmarket

Employee Benefit Team
Wealth Management Team
Business Development Team
Asset Management Team
  • Steven Randall
    Steve Randall
    Wealth Management Consultant
    wealth management
  • Adam Francis
    Adam Francis
    Wealth Management Consultant
    Wealth Management
  • Dan Partridge
    Dan Partridge
    Team Director
    Wealth Management
  • Ian Hubbard
    Ian Hubbard
    Wealth Management Consultant
    Wealth Management
  • Simon Gibson
    Simon Gibson
    Chief Investment Officer
    Wealth Management
  • Dan Couzens
    Dan Couzens
    Wealth Management Consultant
    wm
  • Mark Fuller
    Mark Fuller
    Head of Structured Products
    Asset Management
  • Ian Goodchild
    Ian Goodchild
    Investment Director
    am
Steven Randall
Steve Randall

LinkedIn

Wealth Management Consultant

Steven joined Mattioli Woods in 2010 with the benefit of previous experience in the financial services industry. After initially graduating from Leeds University, Steven joined Rowanmoor Pensions as pensions administrator and subsequently Chase de Vere as technical consultant, providing technical pensions support to clients and professional contacts.

Following a number of years managing client portfolios at Mattioli Woods, Steven joined the consultancy team, where he now advises business owners and high-net-worth individuals on a range of pension and wealth management planning strategies.

Steven has attained the Diploma in Regulated Financial Planning and focuses on helping clients grow their businesses and achieve their financial objectives in retirement.

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.
Mike Lodge
Mike Lodge

Senior Consultant

Mike Lodge has been working in the financial services industry since leaving school in 1995 and joining one of the largest independent financial advisers in the East Anglian region. Since joining Atkinson Bolton in 2009, he has progressed to the role of Senior Employee Benefits Consultant and now works closely with businesses throughout East Anglia and beyond to ensure they are ready for their auto-enrolment duties.

Mike spends the majority of his time assisting company managing directors and HR managers to structure their benefits packages effectively, and continues to enjoy advising shop floor staff on their own personal pensions.

  • Group Pensions
  • Corporate Planning
  • Employee Benefits
  • Protection
  • Flexible Benefits
  • Employee Engagement

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.
Adam Francis
Adam Francis

LinkedIn

Wealth Management Consultant

Adam joined Mattioli Woods in 2008 after graduating from the University of Leicester with a degree in Economics. After completion of his professional qualifications, he moved from account management to join the consultancy team, providing advice to a wide variety of clients.

Since 2012, Adam has worked alongside Chairman, Bob Woods, to provide dedicated support to his portfolio of clients with an emphasis on wider wealth management, and helped to develop and implement estate planning strategies using a variety of options such as trusts and investment products.

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.
Dale Inman
Dale Inham

Consultant

Dale has worked within financial services for over 15 years, joining Atkinson Bolton in 2007, which became part of the Mattioli Woods group in 2013. His career has spanned a variety of different roles, from technical support, to investment and fund management.

Dale specialises in advising wealthy individuals and business owners focussing on retirement, investments, tax, and estate planning. Dale takes a holistic approach to ensure he fully understands the needs of his clients before recommending any solutions and strategies.

  • 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.
Daniel Partridge
Dan Partridge

Team Director

Since graduating with a BA (Hons) in Politics from the University of Leicester, Dan has worked within the financial services industry. In 2001, he joined Mattioli Woods and as a senior pensions and wealth management consultant, providing advice to a varied client portfolio across the UK, from listed company directors, family businesses, and high-net-worth individuals.

A Chartered Financial Planner, Dan is a regular contributor to Managing Pensions, the Mattioli Woods newsletter, as well as a requested speaker at seminars. He is now also responsible for the wealth consultancy team at our Newmarket office.

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.
Ian Hubbard
Ian Hubbard

LinkedIn

Wealth Management Consultant

Ian has worked in the financial services profession since 1976. During his career, he has undertaken a variety of roles specialising in financial planning and wealth management for high-net-worth clients.

Ian has a varied portfolio of clients at Mattioli Woods, ranging from young couples in need of protection for their family, to older clients who may have worries about inheritance tax planning and paying for care fees. Ian enjoys helping clients achieve financial independence through a combination of asset management and tax-efficient planning 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.
Maria Spencer
Maria Spencer

Consultant

Maria has worked within the financial services industry for 17 years and has a strong understanding of the financial planning needs of clients from a variety of backgrounds. This ranges from multi-generational wealth management, to providing advice to listed company directors on LTIPs/tax mitigation and company benefits. Through an integrated approach, which may include pensions, investment planning, protection policies, property, and tax mitigation schemes, Maria tailors a strategy for each client, working with them to achieve their financial goals.

Maria has been a Chartered Financial Planner since 2007 and is also a Fellow of the Personal Finance Society.
  • 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.
Simon Gibson
Simon Gibson

LinkedIn

Chief Investment Officer

Simon has spent the last 30 years in the financial services industry. In 1998, he set up Thoroughbred Financial Services, advising mainly private clients on wealth management. In 2004, the business merged with Atkinson Bolton Consulting, still focusing on wealthy clients and integrating their financial planning and asset management needs.

Simon is a regular international and national speaker, both within the industry and for Mattioli Woods. Chief Investment Officer and currently an investment manager for the Group, Simon sits on the Asset Allocation Committee and is part of the senior executive team for the Group.

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.
Steph Gordon
Steph Gordon

LinkedIn

Employee Benefits Consultant

Steph started at Mattioli Woods in 2013 after a previous career in HR specialising in reward and benefits. Steph moved into consultancy after gaining the Diploma in Financial Planning, which is seen as a significant benchmark qualification for advisors proposed by the FCA.

Steph spends the majority of her time assisting company managing directors, finance directors, and HR managers to structure their benefits packages effectively, and continues to enjoy advising employers on ways in which they can attract, retain, and motivate their staff.
  • Group Pensions
  • Corporate Planning
  • Employee Benefits
  • Protection
  • Flexible Benefits
  • Employee Engagement

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.
Arun Sahota
Arun Sahota

Consultant

Arun Sahota joined Mattioli Woods with a degree in Economics for Business. Demonstrating an early passion for delivering solutions to clients, Arun moved to work alongside Chief Executive, Ian Mattioli, passing all of his regulatory examinations within one year of joining.

Working alongside Ian, Arun gained experience across a number of high-net worth families and businesses, solving a full range of complex pension and wealth management issues.

Today, Arun advises his own clients ranging from blue-chip directors, to successful business owners, on all aspects of wealth management including pensions, investments, and inheritance planning.
  • 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.

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.
Dan Couzens
Dan Couzens

LinkedIn

Wealth Management Consultant

Dan started at Mattioli Woods in March 2017 after previous careers with Santander Wealth Management and NYSE Euronext. Prior to entering financial services in 2013, Dan served in the British Army and then the Royal Air Force as a commissioned officer. During this career spanning 22 years, Dan served on all seven continents and on operational tours of Macedonia, Iraq (twice), and Afghanistan.

Dan holds a Master’s degree in Business Administration (MBA) from Cranfield University, and holds the IMC, combined with the Private Client Advice certificate from the CISI. Dan’s interest and specialisms centre around global macro investing and trading, combined with perpetual study of portfolio construction concepts and modern money theory.

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.
Emma Welling
Emma Welling

LinkedIn

Employee Benefits Consultant

Emma is an employee benefits consultant with over 14 years’ experience in the financial services industry. Emma specialises in workplace pensions and broader employee benefits for companies.

Having begun her career at Aviva working in corporate benefits, she moved to Lucas Fettes and Partners to specialise in employee benefits - particularly in automatic enrolment.

Her current focus is to work with employers to design effective and efficient benefit packages tailored to the workforce to achieve maximum benefit for both employee and the employer.

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.
Sarah Levett
Sarah Levett

LinkedIn

Wealth Management Consultant

Sarah has worked within the financial services industry for nine years and has a strong understanding of the financial planning needs of clients. This ranges from multi-generational wealth management to helping individuals to mitigate one-off tax liabilities. Through an integrated approach, which may include pensions, investment planning, protection policies and tax mitigation schemes, Sarah tailors a strategy for each client, working with them to achieve their financial goals.
  • 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.
Mark Fuller
Mark Fuller

LinkedIn

Head of Structured Products

Mark has a degree in Economics and has spent the majority of his 24-year career dealing with all aspects of structured products. Until 2008, he was a managing director of structured product sales at Bear Stearns, with responsibility for distribution of structured products to UK and Irish clients.

In 2008, Mark moved to Lloyds Bank as Director of Wealth Solutions, where he structured and sold structured products to Lloyds offshore private bank and all of Lloyds’ structured products distributors outside the UK.

Mark joined Mattioli Woods in March 2015 and holds the Chartered Institute for Securities and Investment (CISI) Certificate in Private Client Investment Advice & 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.

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.
Ian Goodchild
Ian Goodchild

LinkedIn

Investment Director

Ian’s aspirations to work in finance started at a young age. While his younger brother was pushing toy cars around, he had parked his car outside ‘the bank’ and was ‘working’. Having always been interested in wealth and financial provision, he studied Financial Services at university. In his seventeen years’ experience, Ian worked in accountancy and as a financial adviser before becoming an investment manager with Atkinson Bolton Consulting in May 2006, and setting up the Discretionary Portfolio Management Service in January 2007. He sits on the Asset Allocation Committee and has research responsibilities within the Investment Research Team, which he leads with Ben Wattam. Ian co-manages the range of Mattioli Woods Multi-Asset Funds with Ben Wattam and Mark Moore.

Ian also sits on the Asset Management Executive Committee and the Operations Executive Committee focusing on strategy, oversight and operations for both the Asset Management Division and for the whole Group.

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.