Meet the team

Preston

Employee Benefit Team
Wealth Management Team
Business Development Team
  • Chris Hugo
    Craig Hugo
    Senior Employee Benefits Consultant

    Employee Benefits
  • Nick Howarth
    Nick Howarth
    Employee Benefits Consultant

    eb
  • Stuart Mather
    Stuart Mather
    Wealth Management Consultant

    Wealth Management
  • Kerry Houghton
    Kerry Houghton
    Business Development Manager

    bd
  • Keith Pressler
    Keith Pressler
    Senior Wealth Management Consultant
    Wealth Management
  • Jason Street
    Jason Street
    Senior Wealth Management Consultant
    Wealth Management
  • James Thompson
    James Thompson
    Senior Wealth Management Consultant
    Wealth Management
  • James McIntyre
    James McIntyre
    Senior Wealth Management Consultant
    Wealth Management
  • Taj Johal
    Taj Johal
    Wealth Management Consultant

    WM
  • Greg Ward
    Greg Ward
    Team Director

    WM
Craig Hugo
Craig Hugo

LinkedIn

Senior Employee Benefits Consultant

Craig joined Mattioli Woods (then Taylor Patterson) as a member of the employee benefits team in September 2013. Craig has more than 30 years’ experience in financial services, having spent most of his career as an account manager for Standard Life for 23 years.

Craig’s responsibilities include advising corporate clients on pension provision and ancillary employee benefits. Specialising in employee benefits, pensions, workplace pensions and auto enrolment, he also holds the CII/FS Advanced Diploma Qualification.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.
Chris Bardin
Chris Bardin

Director

Chris joined Taylor Patterson as Director in April 2011 and is responsible for the company’s Strategic and Business Planning and the day to day management of the Financial Planning business. Previously, Chris was the North West regional Director for financial planning and Director of Wealth at RSM Tenon, and ran their discretionary management business.

Chris plays a key role on the Taylor Patterson Investment Committee, which formulates investment strategy and risk management for the Taylor Patterson investment management services.

Chris is a qualified Chartered Accountant and also a Chartered Financial Planner and is a member of the Institute of Chartered Accountants and the Chartered Financial Analyst Institute.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.

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 £8.8 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.
Nick Howarth
Nick Howarth

LinkedIn

Employee Benefits Consultant

Nick joined Mattioli Woods (then Taylor Patterson) in January 2011, having graduated from Lancaster University with a degree in Business Studies.

Nick has an in-depth knowledge of employee benefits including pension, group risk and healthcare arrangements and assists our international clients with their UK employee’s benefits. Nick advises a client portfolio of SMEs and is responsible for implementing and reviewing his clients employee benefits packages to ensure they achieve maximum employee engagement.

Nick is a qualified chartered financial planner.

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 £8.8 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.
Stuart Mather
Stuart Mather

LinkedIn

Wealth Management Consultant

Stuart began his career in financial services in 1987 with a large high-street bank before joining RSM Tenon in October 1996.

In January 2013, Stuart joined Mattioli Woods (then Taylor Patterson) and became responsible for financial planning strategies for high-net-worth individuals. Stuart works closely with the advisory directors to manage a large client base across the UK. Stuart offers specialist advice that includes tax planning, risk profiling, retirement planning, strategic financial planning, and family protection.

Stuart is a chartered financial planner and has achieved fellowship 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 £8.8 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.
Stephen Jackson
Stephen Jackson

LinkedIn

Wealth Management Consultant

Steve has over 25 years’ experience in financial services having spent the early part of his career as a company representative for Friends Provident. Steve joined Taylor Patterson’s Financial Planning Team in January 2004.

Steve is responsible for advising a large client portfolio of individuals and SMEs. Steve is responsible for retirement planning, investments, and protection for individuals and businesses.

Steve has completed the Diploma for Financial Advisers and is currently working towards achieving Chartered status.

Find out more at www.taypat.co.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 £8.8 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.
fleurdelis

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 £8.8 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.
Kerry Houghton
Kerry Houghton

LinkedIn

Business Development Manager

Kerry is responsible for the development and the promotion of the SIPP and SSAS department. Existing clients are at the heart of the company and Kerry spends a lot of time in trustee meetings, helping unravel pension mysteries for clients.

Kerry attained her ACII in 1992 and continued with her studies, which resulted in her being on the first role of those awarded with chartered financial planner status. Although Kerry holds this prestigious qualification, her role is purely technical versus advisory.

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 £8.8 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.
Keith Pressler
Keith Pressler

LinkedIn

Senior Wealth Management Consultant

Keith joined Mattioli Woods (then Taylor Patterson) in April 2000 having previously gained 10 years’ experience within the banking and finance industry at The Royal Bank of Scotland.

Keith is responsible for financial planning strategies for high-net-worth individuals. With a large client portfolio across the UK, Keith has been advising his clients for many years on areas such as tax planning, risk profiling, retirement planning, strategic financial planning, and family protection.

Keith is a chartered financial planner and fellow of the Personal Finance Society.

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 £8.8 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.
Jason Street
Jason Street

LinkedIn

Senior Wealth Management Consultant

Jason began his career in financial services when he joined RSM Tenon in July 1995 where he was responsible for advising a large client portfolio and held the position of Director of Financial Planning.

In April 2011, Jason joined Mattioli Woods (then Taylor Patterson) and became responsible for financial planning strategies for high-net-worth individuals. Jason works closely with fellow consultants James and Keith to manage a large client base across the UK, offering specialist advice that includes tax planning, risk profiling, retirement planning, strategic financial planning and family protection.

Jason is also a chartered financial planner.

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 £8.8 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.
James Thompson
James Thompson

LinkedIn

Senior Wealth Management Consultant

James began his career in financial services when he joined Mattioli Woods (then Taylor Patterson) in July 2004 as a trainee following his study at Leeds Metropolitan University. After following the Taylor Patterson Graduate training program, James gained more experience and in 2006, became responsible for financial planning strategies for high-net-worth individuals.

James has a wide client base stretching across the UK and offers specialist advice covering areas such as tax planning, risk profiling, retirement planning, strategic financial planning, and family protection. He is a chartered financial planner and fellow of the Personal Finance Society, and also holds the Investment Management Certificate.

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 £8.8 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.
James McIntyre
James McIntyre

LinkedIn

Senior Wealth Management Consultant

James began his financial services career in March 2006, where he joined Nationwide Building Society as a financial adviser following his study at Keele University.

In April 2010, James joined RSM Tenon where he was responsible for managing a mid-tier client base specialising in retirement planning, with emphasis in annuities, where he headed up their annuity team.

In April 2012, James joined Mattioli Woods (then Taylor Patterson), where he was responsible for retirement planning, annuities, and protection. James is a qualified chartered financial planner.

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 £8.8 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.
Glynn Bartley
Glynn Bartley

LinkedIn

Wealth Management Consultant

Glynn has considerable years’ experience in working in the financial services industry. Glynn started his career working for a firm of chartered accountants and joined Taylor Patterson in September 1984 to manage the implementation of strategy and day to day running of the Financial Planning business.

Glynn has a wide client base stretching across the UK, and offers specialist advice covering areas such as; tax planning, risk profiling, retirement planning, strategic financial planning and family protection. 

Glynn also has a key role on the Taylor Patterson Investment Committee, which formulates investment strategy and risk management for the Taylor Patterson investment management services. Glynn is a Chartered Financial Planner and Fellow of the Personal Finance Society.

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 £8.8 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.
Taj Johal
Taj Johal

LinkedIn

Wealth Management Consultant

Taj has been employed in the financial services industry since 2012, previously working for Endsleigh Financial Services Ltd, where he provided protection advice to individuals and business owners, specialising in mortgage, family, and business protection. He also has a BA (Hons) in International Business & Economics from the University of Central Lancashire.

Taj joined Mattioli Woods in 2016 as an associate consultant, where he supported senior consultants in the Preston office with technical and paraplanning expertise. He now holds the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and is working towards attaining his chartered status.

In his role, Taj has a passion for helping clients achieve their goals and truly believes in delivering holistic wealth management planning.

In his spare time, he enjoys playing and following football. He also likes to travel to different parts of the world, experiencing different cultures and sampling a variety of cuisines.

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 £8.8 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.
Greg Ward
Greg Ward

LinkedIn

Team Director

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.

As a Consultant of his own clients, 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. He also oversees the Manchester and Preston wealth management teams.

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 £8.8 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.

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 £8.8 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.