MATTIOLI WOODS - Key Persons


Aarinder Lidder

Job Titles:
  • Wealth Management Consultant
Upon graduating with a degree in business studies in 2012, Aarinder ventured out to Vancouver to begin his career in wealth management, working for Royal Bank of Canada. Coming back to the UK, Aarinder joined Mattioli Woods in 2017. During his time here, he has worked closely alongside Bob Woods, assisting the founder with the management of his clients, with an emphasis on investment strategies and tax planning. Aarinder specialises in investment advice, tax, estate and IHT planning, and pension and retirement strategies for professionals and business owners. In his spare time, Aarinder enjoys travelling, reading and watching sports. He is in the process of attaining chartered financial planner status.

Abbee Scott

Job Titles:
  • Consultant
  • 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.

Adam Francis

Job Titles:
  • 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.

Adeline Christy

Job Titles:
  • Director
Adeline is an Honours Law graduate from Edinburgh University, with specialisations in investment and corporate law, and is head of the high-net-worth division of Mattioli Woods plc. Upon graduation from Edinburgh, she was recruited by Ocean Transport & Trading plc as their first female graduate trainee. She held senior executive positions with Ocean in San Francisco, Oslo, and New York in a variety of roles including: finance, sales and marketing, and group strategic planning. In 1998, Adeline was invited to join Kudos (which became part of the Mattioli Woods group in 2011), where she developed their highly regarded and successful wealth management proposition. Adeline specialises in building wealth for high-net-worth clients, IHT mitigation, and providing advice to many senior executives and shareholder directors who are planning to exit businesses. Adeline has a passion for financial education and is on the Board of Governors at Robert Gordon University.

Adrian Firth

Job Titles:
  • Employee Benefits Consultant
Adrian joined Mattioli Woods in 2015 as an Employee Benefits 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. While at the FCA, he helped to develop and deliver the regulator's 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.

Adrian Mee - Chief Commercial Officer

Job Titles:
  • 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.

Alan Fergusson

Job Titles:
  • Managing Director Employee Benefits

Alex Brown

Job Titles:
  • Wealth Management 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.

Amal Mashru

Job Titles:
  • Wealth Management Consultant
Amal joined Mattioli Woods in March 2012 after graduating with an Honours degree in Economics from Brunel University, London. His career started as an account manager administering client portfolios; this quickly involved additional responsibilities, including developing and launching new wealth management products to the team. As a wealth management consultant, Amal now works with a network of professional contacts, including accountants and solicitors, and assisting their clients with all aspects of tax and pension planning. Amal is qualified to give advice through the Investment Advice Diploma and is now working towards achieving Chartered Wealth Manager status with the CISI.

Amit Joshi

Job Titles:
  • Team Director
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.

Andrew Dickinson

Job Titles:
  • Senior Employee Benefits Consultant
Andrew joined Mattioli Woods in 2013 and has enjoyed more than 20 years in financial services specialising in both wealth management and employee benefits. Andrew spends much of his time assisting company directors, finance directors and HR managers in structuring their employee benefits packages effectively. He also advises individuals on all aspects of financial planning and asset management. Andrew is a chartered financial planner and a fellow of the Personal Financial Society, and in his spare time enjoys football and running. He also has a passion for Latin jazz.

Andrew Goulter

Job Titles:
  • 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.

Andy Eason

Job Titles:
  • Director of Employee Benefits ( Support Services )
As head of operations within the Employee Benefits division of Mattioli Woods's plc, Andy's job is to make sure the organisation is running as well as it possibly can, with a smooth efficient service that meets the expectations and needs of clients and employees alike. Andy is a qualified and practicing Employee Benefits Consultant having worked for both a Life Assurance provider and large Employee Benefit Consultancy prior to joining Mattioli Woods's plc. Andy has been in the financial services industry for 27 years.

Andy Robbins

Job Titles:
  • Employee Benefits Consultant
Prior to joining Mattioli Woods in 2019, Andy held positions within Hargreaves Lansdown, Succession Group, and set-up/headed a corporate advice function for a regional general insurance brokerage. Andy also provided support, on a volunteer basis, to the Financial Services Authority (now FCA) in the formative years of their pioneering financial education initiatives, and now specialises in all aspects of employee benefits and business risk advice/consultancy. Andy has many years' experience providing advice to a diverse range of corporate and wealth management clients and prides himself on forming close and longstanding relationships, built through trust and integrity. Away from the office, Andy enjoys spending time with his wife and two young children at his home near Bristol, and the occasional round of golf.

Anne Fergusson

Job Titles:
  • Business Development Director
Anne Fergusson is Business Development Director based at Mattioli Woods' Mayfair office. She joined in 2014, having left pWc where she was head of the turnaround panel. Anne is a Scottish Chartered Accountant with a background in academia and professional services. Before joining pWc London in 2006, she built and led an international executive search business based in Edinburgh.This followed a career at Strathclyde Business School. Anne sits on the board of the global think tank, Legatum's Development Committee, as well as the boards of the Bloomsbury Research Institute, Persevere Developments Ltd,Fairfield Halls International Piano Competition, and The African Lakes Company. Anne is also involved in the Institute of Ideas'Schools Debating Matters Competition and with the Royal Philharmonic Orchestra.

Anne Gunther

Job Titles:
  • Chairman of the Audit Committee
  • Member of the Nomination Committee
  • Member of the Remuneration Committee
  • Non - Executive Director
  • Chairman of the Risk and Compliance Committee
  • Chartered Banker
Anne was appointed to the Board in June 2016 and is Chairman of both the Audit and the Risk and Compliance Committees. Anne has spent nearly 40 years in retail financial services in the UK, with executive experience cross all sectors, from lending to wealth management, and including IPO, merger and acquisition activity. Anne has a significant background in direct channel delivery; her team having launched Lloyds Internet Banking, and then as Chief Executive of both Standard Life Bank and Standard Life Healthcare. She was a founding director of Standard Life Wealth. Anne is a Chartered Banker and holds an MBA from Warwick Business School and a degree in Physics from Nottingham University. In her non-executive career, Anne has held roles in both the charitable and commercial sectors, and has also chaired Warwick Business School. In addition to her Mattioli Woods role, Anne sits on the Masthaven Bank board and chairs the Audit and Risk Committee, is a Non-Executive and Senior Independent Director and Chair of the Audit Committee for GBGI Limited, an AIM listed specialist health insurer, as well as being a director of the Water Plus Limited group, a jointly owned subsidiary of United Utilities plc and Severn Trent plc.

Anne Lawson

Job Titles:
  • Senior Employee Benefits Consultant
Anne started her career in the financial services industry more than 25 years ago and has specialised in strategic employer advice, change management, auto enrolment, and employee communication programmes. She has a wealth of experience in dealing with a wide range of clients, from small companies to multinational plcs. Anne has a reputation for creating bespoke client solutions and delivering a first-class service, with a goal to develop long-term client relationships for the Group. She is a chartered financial adviser and a fellow of the Personal Finance Society. Additionally, Anne is a chartered manager. In her spare time, Anne - a passionate gardener - can be found in her greenhouse and poly tunnel breeding new strains of chillies and lilies (but not with each other!)

ANNE MARGARET GUNTHER

Job Titles:
  • Director
  • NON-EXECUTIVE DIRECTOR

April Ritchie

Job Titles:
  • Consultant in the Aberdeen Wealth Management Team
  • Wealth Management Consultant
April Ritchie is a consultant in the Aberdeen wealth management team of Mattioli Woods, having joined the Mattioli Woods family in 2013. April started her career in financial services straight from school, initially working in the branch network of Clydesdale Bank. April has a passionate interest in people, and for developing and maintaining long-standing trusted relationships - these being the cornerstone principals to her successful wealth management career spanning over 17 years. April's experience in advising a wide variety of private, high-net-worth, and corporate clients, together with an ongoing focus on continued professional development, ensures that April delivers best advice in specialist areas. This includes personal protection, investments, inheritance tax, and pensions. Having moved to the region ten years ago, April now calls Aberdeen home. Outside of work, a young family keeps April busy.

Arun Sahota

Job Titles:
  • 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.

Ben Wattam - Chief Investment Officer

Job Titles:
  • 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).

Bob Alexander

Job Titles:
  • Wealth Management Consultant
Bob has vast experience in the financial services industry, having started his career as a clerk with Halifax Building Society in 1974. He subsequently became an account manager with Legal & General, and latterly a mortgage manager at a large legal practice in Aberdeen. Bob joined Mattioli Woods in 2007 as a financial adviser specialising in mortgage advice, and attained his Equity Release qualification. He continues to develop relationships with professional connections and leads the mortgage proposition for the Group.

Bob Woods - Chairman

Job Titles:
  • Chairman
  • 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. Bob was awarded an MBE in the 2017 New Year's honours lists. Bob has over 30 years' experience in investment planning and also chairs the Group's Investment Committee. Bob has been key to the development of Mattioli Woods' investment ethos, believing that sound strategies need to avoid the ‘noise' of the immediate and instead be based on an in-depth understanding of the long-term economic outlook. Bob founded Mattioli Woods in partnership with Ian Mattioli in 1991. He is responsible for developing Group strategy and identifying new growth areas.

Cameron Millar

Job Titles:
  • Employee Benefits Consultant
Cameron has worked in the financial services industry since 1988 and has gained a wealth of knowledge. In 2003, Cameron joined Mattioli Woods to head up the technical department in our Aberdeen office and is one of our corporate client key account managers. In addition, Cameron is our specialist on international employee benefits and has extensive experience and expertise in advising clients on international and multinational benefits.

CAROL AVIS DUNCUMB

Job Titles:
  • Director
  • NON-EXECUTIVE DIRECTOR

Carol Duncumb

Job Titles:
  • Chairman of the Remuneration Committee
  • Member of the Audit Committee
  • Member of the Nomination Committee
  • Member of the Risk and Compliance Committee
  • Non - Executive Director
Carol has over 35 years' experience working in consumer-related companies and over the last 10 years has focused on online transactional companies to gain greater experience of changing consumer behaviours. Previously, Carol was the Chief Executive of Intimas plc and Managing Director of Wolsey Limited and has a strong understanding of managing businesses. More recently, her activities have included business angel investing into online consumer businesses. She manages a portfolio of investments, whilst advising successful entrepreneurs and management teams on developing their businesses. As part of her Non-Executive role, Carol currently chairs Mattioli Woods' Remuneration Committee.

Charles Goodman

Job Titles:
  • Employee
  • Employee Benefits Consultant
Charles is an employee benefits consultant with over 12 years' experience in the financial services industry and has specialised in pensions and benefits for companies, as well as individual retirement advice. Having trained with Barnes & Sherwood and The Co-operative, he moved to Grant Thornton to specialise in employee benefits and particularly automatic enrolment. He has also worked for Broadstone, Brooks Macdonald, and spent some time resolving investment complaints for the Financial Ombudsman Service. His current focus is assisting companies through their auto-enrolment challenges, and designing effective and efficient benefit packages to meet their reward strategies in the longer term.

Chetan Mistry

Job Titles:
  • 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.

Claire Costello

Job Titles:
  • Wealth Management Consultant
Claire joined Mattioli Woods in 2013 from the banking sector. She looks after both private and corporate clients. Claire enjoys the holistic aspect of her role, fitting the pieces together to help her private clients achieve their financial goals. A typical day can see Claire visiting clients to discuss inheritance tax planning, trust/estate planning, pensions, life insurance and much more. Our corporate clients also benefit from Claire's executive financial counselling skills.

Craig Loney

Job Titles:
  • Consultant
Following graduation from university in 2003, Craig started his career in financial services in the underwriting department of a large life office, before moving onto advising with a leading mortgage and insurance broker. Following this, Craig worked for Santander in London as a senior client relationship manager. Since early 2012, Craig worked for Close Asset Management in the City of London as a financial planner before recently returning to the North East. Craig was attracted to Mattioli Woods due to its reputation as a well-respected financial planning firm, which has built on the already well-known Kudos brand in the North East.

Dale Inham

Job Titles:
  • 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.

Dan Couzens

Job Titles:
  • 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.

Dan Partridge

Job Titles:
  • Team Director
Since graduating with a BA (Hons) in Politics from the University of Leicester, Daniel has worked within the financial services industry. In 2001, he joined Mattioli Woods 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 requested speaker at seminars. He is also responsible for the wealth consultancy team at our Newmarket office.

Daniel Hough

Job Titles:
  • Wealth Management Consultant
Daniel has over five years' experience in the financial services sector, initially working for Santander in Glasgow as a complaint specialist, and then moving to a support line/para- planner for financial advisers across the country. After becoming Level 4 Qualified in 2012, he joined a local practice in his hometown of Inverurie, Aberdeenshire. Daniel gained experience and exposure to many different investments and client needs. Daniel covers the Central Belt of Scotland to the North East/Aberdeen as his role of lead consultant for the Glasgow office. Daniel's strengths lie in pre-and-at retirement options, tax-efficient savings, tax mitigation, and inheritance tax planning. He is also able to assist with protection and VCT/EIS.

David Gibson

Job Titles:
  • Team Director
David started his financial services career in 1985 in retail banking before moving into regulated financial advice in 1991. Since then, he has held several client-facing roles with national, multi-national and regional firms, providing advice to both business and personal clients, as well as developing relationships with professional connections. Joining Mattioli Woods in 2007, David provides bespoke financial advice to high-net worth individuals, encompassing investment and tax mitigation planning, as well as retirement solutions and family protection. He also has supervisory responsibility for the wealth management team in Scotland. Away from work David is an enthusiastic - but often frustrated - supporter of the Scottish rugby team and can sometimes be found on two wheels, having recently passed his motorcycle test.

David Wright

Job Titles:
  • 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.

Davinder Grewel

Job Titles:
  • 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.

Dharmist Bathia

Job Titles:
  • Client Relationship Manager
  • Wealth Management Consultant
Dharmist joined Mattioli Woods as a Client Relationship Manager in 2016. Since then, he has moved from the administration side of the business into a consultancy role, via the Mattioli Woods training and development programme.

Doug Ryan

Job Titles:
  • Team Leader
  • Wealth Management 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.

Ed Watling

Job Titles:
  • Employee Benefits Consultant ( Healthcare )
Ed Watling joined Mattioli Woods in 2012 and has more than 18 years of healthcare experience, gained within both provider and broker environments. Having worked with clients both in the UK and globally, Ed has helped to develop corporate healthcare accounts for Danish provider, International Health Insurance A/S and BUPA. In a broking context, he has advised multinational corporate clients on their healthcare and personal accident requirements across a number of sectors, including energy, pharmaceuticals, construction, media, and security. Ed is responsible for healthcare consulting group-wide, which covers a wide range of benefits: private medical insurance, health cash plans, employee assistance programmes, health screening solutions, and international healthcare. His role involves him in the design and implementation of bespoke health and wellbeing strategies for clients, including benefit procurement, product administration and employee communication.

Eddy Woore

Job Titles:
  • 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.

Emma Welling

Job Titles:
  • Employee
  • 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.

Femi Folorunso

Job Titles:
  • Wealth Management Consultant
  • Wealth Management Director
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. Femi joined Mattioli Woods in 2007 after graduating with a degree in Law from University of Nottingham, and holds the Diploma in Financial Planning from the Chartered Insurance Institute. Since then, Femi has built up his own portfolio of advised clients typically consisting directors, senior managers, entrepreneurs/owner-manager clients and professional contacts throughout the UK. Femi works closely with his clients and professional contacts in relation to all aspects of holistic wealth management planning which includes, pension plans formation, the construction and maintenance of investment portfolios, protection and Estate/Inheritance tax planning. As Wealth Management Director, Femi works closely with Michael Wright in the strategic development and integration of the Group's wealth management divisions. Operationally Femi leads the senior directorates across all offices outside our Leicester office in the delivery of the client proposition and consultancy functions.

George Davey

Job Titles:
  • Wealth Management Consultant
George joined Mattioli Woods in 2017 and is one of the wealth management consultants leading the growth of our London office. George works with a range of clients from employed directors and executives to owner managers of businesses as well as those in or approaching retirement. His approach to wealth planning is consultative and very much client led. He is well versed in breaking down the complexities of strategies so they are easy to understand and straightforward for his clients.

George Houston - CTO

Job Titles:
  • Technical Director
George joined Mattioli Woods in May 2012 after working with one of the major life insurance companies in the UK. He is responsible for the group's client proposition, providing technical development and support to the consultancy team, ensuring they are in the position to deliver excellent service. George has a passion for self-development, as demonstrated by his many qualifications. He is a member of the Association of Taxation Technicians, a chartered financial planner, associate of the Chartered Insurance Institute, a fellow of the Personal Finance Society and holds the Professional Certificate in Management.

George Nabbs

Job Titles:
  • Wealth Management Consultant
George joined Mattioli Woods in 2016 after graduating from the University of Buckingham with a degree in accounting and financial management. Initially joining as a client relationship manager, George became a consultant in 2018. George concentrates on giving holistic advice to clients to help them achieve their financial goals and aspirations, building long-term relationships through advice on pensions, protection and inheritance tax planning. In his spare time, George spends time with his young daughter and family. "Sports mad", he also enjoys playing ice hockey for his local team.

Glen Marshall

Job Titles:
  • Wealth Management Consultant
Glen joined Mattioli Woods in 2015, taking his place on the graduate programme. Prior to joining the company, Glen worked at Santander, enjoying several roles that provided him with a good foundation of customer service and compliance experience. This has been used during his time at Mattioli Woods, not only as a client relationship manager, but as an active participant in acquisitions and as a member of the non-standard investment team. Glen is always looking for opportunities to add value to a situation, which was evident when - only a few weeks after joining the company - he combined his organisational skills, willingness to help and love for sport by volunteering to run the company football team.

Graeme Howell

Job Titles:
  • Employee Benefits Consultant
Graeme joined Mattioli Woods in September 2019. He has over 20 years' experience working with corporate clients in developing, implementing and communicating their employee benefits provision. Graeme has worked with companies of all sizes from small owner-managed businesses to large multinationals, across the full range of employee benefit arrangements, but has specialised in workplace pensions in particular.

Graham McIntosh

Job Titles:
  • Employee Benefits Consultant
Graham has worked in the financial services industry for almost 40 years. Prior to joining Mattioli Woods in 2011, he spent more than 20 years as a consultant for AXA Sun Life and Aviva, and as an IFA for a firm in Aberdeen where he managed a portfolio of private and group pension clients. Graham is responsible for advising a range of group pension scheme clients on membership and pension accumulation business. Away from work, Graham like to keep fit by running and by playing and coaching football. He also enjoys going on holiday with his wife to sunnier climes.

Greg Ward

Job Titles:
  • 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.

Hannah Dolding

Job Titles:
  • Senior Employee Benefits Consultant
Hannah Doldings' experience spans almost 20 years within the employee benefits environment, and includes advice on auto-enrolment legislation, employee education services, health and wellbeing strategies, flexible benefits, and pension schemes. Hannah joined Mattioli Woods in 2015, where she focuses on providing a first-class service to corporate clients in the south of the country and London. Her expertise covers the full range of employee benefit provisions including trustee support for final salary schemes. Hannah is a senior consultant for the employee benefits division and is based in the London office.

Henk Van De Beek

Job Titles:
  • Wealth Management Consultant
Henk has been employed in the financial services industry since 2002, working in a number of companies as a qualified mortgage and protection advisor. He also has experience in will writing in a regional law firm. Henk joined Mattioli Woods in 2017 and holds the Chartered Insurance Institute's Diploma in Regulated Financial Planning and is now working towards attaining his chartered status. Henk has built strong relationships with both private and corporate clients dealing with a variety of needs. He specialises in holistic wealth management where he designs bespoke solutions tailored to achieving his client's long term objectives. In his spare time, Henk enjoys travelling and when he is not abroad he spends his weekends exploring heritage sights and hikes across the UK. He previously spent many years working in South Africa's national wildlife parks dealing with conservation and taking people on safaris, before moving to the UK.

Ian Goodchild - Chief Investment Officer

Job Titles:
  • 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.

Ian Hubbard

Job Titles:
  • 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.

Ian Mattioli - CEO

Job Titles:
  • Chief Executive Officer
  • Member of the Risk and Compliance Committee
Ian has over 35 years' experience in financial services, wealth management and property businesses and, together with Bob Woods, founded Mattioli Woods in 1991. Ian is responsible for the vision and operational management of the Group and instigated the development of its investment proposition, including the syndicated property initiative that developed the seed portfolio for the launch of Custodian REIT plc, of which he is founder, non-executive director and Chairman of its discretionary investment manager, Custodian Capital. His personal achievements include winning the London Stock Exchange AIM Entrepreneur of the Year award and CEO of the Year in the 2018 City of London Wealth Management Awards. Ian was awarded an MBE in the Queen's 2017 New Year's Honours list for his services to business and the community in Leicestershire. Ian is also Non-Executive Chairman of K3 Capital Group plc, which is listed on AIM and specialises in business transfer, business brokerage and corporate finance across the UK. Ian Mattioli's time commitment from his roles as Non-Executive Chairman of K3 Capital Group plc and Non-Executive Director of Custodian REIT plc average two and one and a half working days per month respectively.

IAN THOMAS MATTIOLI

Job Titles:
  • DIRECTOR

Jack Silk

Job Titles:
  • 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.

James Freshney

Job Titles:
  • Wealth Management Consultant
James first joined Mattioli Woods in May 2015, having worked in France, Italy and Canada after university. Having spent time in the specialist property, VAT and loanback team, he moved into the consultancy team, gaining the Diploma in Regulated Financial Planning. James now advises on a wide range of financial planning, particularly enjoying

James Wiseman

Job Titles:
  • Wealth Management Consultant
James joined Mattioli Woods in March 2014 after a successful 16-year career as a financial consultant. He started in financial services with Britannic Assurance before becoming an IFA with Bradford and Bingley. He then set up a small IFA practice with a business partner, which still operates to this day. James began his Mattioli Woods career by supporting Director Adeline Christy in a paraplanning capacity. He returned to consultancy in 2018 where he has since developed a sound knowledge of trust and inheritance tax planning and investment planning. James has held the Diploma in Financial Planning since 2010 and holds the CeMap Diploma in Mortgage Advice. Outside of work James is a keen golfer and cyclist.

Jim Tennent

Job Titles:
  • Ambassador
Jim's career began in banking at the Bank of Scotland in 1975 before joining Legal and General three years later. Here, Jim fulfilled several roles before progressing into management in 1990. He successfully led the independent arm team in Scotland for five years, eventually joining Kudos Financial Consultancy. In 1996, Jim became a business shareholder and set up Kudos' employee benefit diligence arm. He continued to lead the management buy-out in 1999 and acted as Managing Director until the sale to Mattioli Woods in August 2011. Jim is currently a director for strategic partnerships, but also holds an integral business development role within both the wealth management and employee benefits offerings. Outside of work, Jim loves all sport, especially golf, with the rest of his spare time taken up by his three grandchildren!

JOANNE CAROLYN LAKE

Job Titles:
  • Director
  • NON-EXECUTIVE DIRECTOR

Joanne Lake - Chairman

Job Titles:
  • Chairman of the Nomination Committee
  • Member of the Audit Committee
  • Member of the Remuneration Committee
  • Member of the Risk and Compliance Committee
  • Non - Executive Chairman
Joanne was appointed to the Board in July 2012. In June 2015, she became Deputy Chairman ahead of her appointment as Non-Executive Chairman at the Group's Annual General Meeting in October 2016. Joanne has over 30 years' experience in accountancy and investment banking, including with Panmure Gordon, Evolution Securities, Williams de Broë and Price Waterhouse. She is a Chartered Accountant and a Fellow of both the Chartered Institute for Securities & Investment ("CISI") and the Institute of Chartered Accountants in England and Wales ("ICAEW"), and is a member of the ICAEW's Corporate Finance Faculty. Joanne is also deputy chairman of Main Market-listed Henry Boot plc, a land promotion and property development company and a non-executive director of Gateley (Holdings) Plc, the first UK commercial law firm to list on AIM, and Morses Club plc, a UK non-standard consumer finance company.

Jody Downes

Job Titles:
  • Business Development Director
Jody is a business development director based in the London Mayfair office. He joined Mattioli Woods at the start of 2015 after a successful career in investment banking. Jody has been involved with Mattioli Woods from the outside since 2005, having been a key part of the Williams de Broe IPO advisory team. Several of the shareholders he introduced remain shareholders today. Jody's background is in equity capital markets, having helped fund numerous publically listed and private companies, and he brings an extensive industry knowledge as well as a network of directors, corporates, private equity, and venture capital. Outside of work, Jody is a keen sportsman playing hockey regularly for Spencer HC, and has coached rugby at Rosslyn Park FC and cricket at Spencer CC. When not on a sports field, Jody spends as much time as possible with his wife and three teenage sons - often near water in Norfolk and Cornwall, and sometimes attempting to surf!

Joe Davison

Job Titles:
  • Wealth Management Consultant
Joe graduated from Liverpool John Moores University in 2008 with a BA (Hons) in Business Management. MetLife gave Joe an introduction to financial services and in 2009 he realised his goal of working directly with clients as a Trainee Consultant with Boyd Coughlan. Joe is now a fully qualified Mattioli Woods consultant and looks after corporate and individual pensions, investments and protection.

John Kelly

Job Titles:
  • 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.

John Pollard

Job Titles:
  • Senior 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.

Joy Smith

Job Titles:
  • 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.

Justin Grant

Job Titles:
  • Senior Wealth Management Consultant
Justin has more than 20 years' experience in the financial services industry, initially starting his career within the banking and fund management sector before moving into financial advice. After starting his advisory career with a national firm in 2001, he joined Mattioli Woods in 2005. Justin provides wealth management advice to high net worth individuals, specialising in holistic wealth management planning, including bespoke pensions, investments and inheritance tax planning. Outside of work, Justin is married with four children. A keen golfer, he is the President at Aboyne Golf Club, and supports follows Aberdeen FC (home and away). He is also a member of the Aboyne Highland Games committee.

Karena Woodall

Job Titles:
  • Senior Technical Consultant
Karena has worked in the financial service industry since 1986, 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.

Kate Maclean

Job Titles:
  • Employee Benefits Associate Consultant
  • Employee Benefits Consultant
Kate graduated from the University of Aberdeen in 2007 with an honours degree in Sociology, and started out in the financial services industry at a small financial advice firm in Aberdeen. Just prior to joining Mattioli Woods, Kate took a career break to participate in a VSO volunteer programme in Mongolia and the Lake District. After starting at Mattioli Woods in 2011, Kate moved into consultancy after gaining the Diploma in Financial Planning; now seen as a significant benchmark qualification for advisors proposed by the FCA. Kate works with client employers to help them design, implement, and administer employee benefits programmes, which support the client's business strategy, meet their contractual needs, and offer them value for money.

Kieran Mehngar

Job Titles:
  • 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.

Laura Skinner

Job Titles:
  • Healthcare Consultant
Laura has worked in the health benefits industry for 15 years and has gained a wealth of knowledge on all healthcare benefits products, including International Private Medical Insurance. In 2014, Laura joined Mattioli Woods as one of our healthcare consultants and has a varied portfolio of clients. In addition, Laura has gained her IF7 qualification through Chartered Insurance Institute.

Liam Bray

Job Titles:
  • Wealth Management Consultant
Liam joined Mattioli Woods in 2017, having previously worked with an independent financial adviser for a number of years which helped him to build a strong understanding of pensions and protection. Liam now provides holistic financial planning to his clients, covering all areas of wealth management. He is applying his extensive knowledge and experience to benefit his clients and professional contacts throughout the UK. Having earned the Chartered Insurance Institute's Diploma in Regulated Financial Planning, he now aims to reach chartered status in the near future. In his spare time, Liam has a passion for motor sport and can often be found underneath his car.

Liz Wood

Job Titles:
  • Personal Wealth Management
  • Senior Executive With Nestlé
Liz Wood is a senior executive with Nestlé and, working for a large multinational company with very good pension provisions, Liz had not been concerned about retirement planning until she received information that her scheme was being altered. As is often the case with large pension providers, it was difficult to gauge what effect these changes would have on Liz's retirement aspirations. Prior to appointing Mattioli Woods, Liz had been given very little pension and personal investment advice. Following a review of the scheme, it became apparent that the changes were in fact minimal and her position had not been materially altered. However, the review process itself raised a number of interesting issues around Liz's retirement strategy, most notably the ability to retire earlier than she had previously planned. Indeed, it was only by completely understanding her entitlements that a wider plan could be considered. During the last three years Liz has been made aware of a number of investment opportunities designed to create a healthier income in retirement. This has resulted in the construction of a balanced personal portfolio of investments which, although being immediately accessible should Liz require them, can also be used to tax efficiently bolster her income should she choose to retire earlier than planned under her final salary scheme. Like many other clients, Liz had made very little use of her annual capital gains allowance, whereby a portfolio of well-managed equities can be utilised to increase income on a tax-free basis, in addition to a secure income from commercial property syndicates. This whole process has given Liz the opportunity to gain additional flexibility and control over her retirement and personal aspirations, despite being in a final salary scheme with relatively rigid rules.

Louisa Stretton

Job Titles:
  • Wealth Management Consultant
Louisa graduated from The University of Liverpool in 2008 with a BSc (Hons). Following a period abroad, Louisa joined Boyd Coughlan and discovered a passion for financial services. Louisa is now a fully qualified consultant, providing support and advice to corporate and individual clients particularly in the areas of financial protection, retirement planning, investments and estate planning.

Lucie Gee

Job Titles:
  • Consultant
Lucie Gee joined Mattioli Woods plc in 2006, having graduated from the University of Liverpool with a BSc in Mathematics with Management. Lucie began her career as a pensions account manager in Leicester, specialising in the administration of self- invested personal pensions (SIPPs) and small self-administered schemes (SSASs). In 2010, after a career break spent travelling, Lucie relocated to London and gained further experience working within a small IFA practice with a focus on holistic financial planning. She later returned to Mattioli Woods as a consultant and covers all aspects of wealth management with her wide-ranging client base.

Maria Spencer

Job Titles:
  • Consultant
  • Chartered Financial Planner
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.

Mark Battersby

Job Titles:
  • Wealth Management Consultant
Mark has worked in the financial services industry since 1977, initially with Nat West Bank specialising in lending at their regional office in London's West End before joining Mattioli Woods in 1994. Mark is a senior pensions and wealth management consultant providing advice to a varied client base including high net worth individuals and business owners. Mark is a Certified Financial Planner moving towards Chartered status. In recent years he has focused on providing bespoke advice to clients approaching retirement, particularly in view of the new pensions freedom regime.

Mark Fuller

Job Titles:
  • 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 Certificate in private client investment advice and management.

Mark Moore

Job Titles:
  • Fund Manager
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.

Martin Jarvis

Job Titles:
  • 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.

Martin Scarrott

Job Titles:
  • Consultant
  • Team Director
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.

Matthew Lowe

Job Titles:
  • 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.

Michael Fryer

Job Titles:
  • 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.

Michael Hulse

Job Titles:
  • 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.

Michael Wright

Job Titles:
  • Group Managing Director
Michael joined Mattioli Woods in 2004 after graduating with a Law degree from University of Leicester. Over the years, he has worked closely with his clients in creating bespoke and tailored retirement and investment strategies, allowing them to secure their own financial independence, whilst addressing other objectives such as cascading wealth down the generations tax efficiently. In October 2019, Michael became Group Managing Director and in addition to his client portfolio, his focus is now on the strategic development of the Group's wealth management and employee benefits divisions. Michael also leads the senior directorates in the delivery of the client proposition and consultancy functions of the business.

Mike Lodge

Job Titles:
  • 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.

Mike Reid

Job Titles:
  • Director of Employee Benefits ( Sales )
Mike has worked in the financial services industry for over 28 years, and has specialised in strategic employer advice, change management, flexible benefits, and employee engagement. Mike is located in the Aberdeen office, where he heads the north division employee benefits consultancy team. Mike's role involves working closely with senior HR professionals to design, implement, and communicate employee benefits programmes which link their organisational business goals and reward strategy. Mike also heads the flexible benefits and total reward team at Mattioli Woods.

MURRAY BEVERIDGE SMITH

Job Titles:
  • DIRECTOR

Murray Smith - Founder

Job Titles:
  • Director
  • Founder
  • Group Managing Director, Has Decided to Stand Down from the Board at the Company 's AGM
Murray graduated with an MA in accountancy and has worked in the financial services industry since 1992. Moving to Mattioli Woods in 1995, Murray built his early career as a consultant, specialising in advice on all aspects of retirement and wealth planning, before taking management responsibility for the Group's sales and marketing functions, culminating in his appointment to the Board in 2005. Murray, who was previously Group Managing Director, decided to stand down from the Board following the 2019 AGM to continue in a fulltime role as Founder Director to the Group. Murray Smith, Group Managing Director, has decided to stand down from the Board at the Company's AGM on 21 October 2019 to continue in a full-time role as Founder Director to the Group, where his focus will be on his client portfolio, acquisitions and acting as an ambassador for Mattioli Woods. Murray has been instrumental to the success of the Group and we will continue to benefit from his experience and insight in this new role, with Murray's management responsibilities being handed over to our Deputy Group Managing Director, Michael Wright. Following Murray stepping down as a director the Company will have

Nathan Imlach - CFO

Job Titles:
  • Chief Financial Officer
Nathan is responsible for all financial aspects of Mattioli Woods' operations and leads the Group's acquisition activity. He qualified as a Chartered Accountant in 1993 with Ernst & Young, specialising in providing mergers and acquisitions advice to a broad range of quoted and unquoted clients in the UK and abroad. He is a Fellow of the CISI and holds the Corporate Finance qualification from the ICAEW. Nathan is Chief Financial Officer and member of the investment committee of the Group's subsidiary Custodian Capital and Company Secretary to Custodian REIT plc, having led its admission to the Main Market of London Stock Exchange in 2014 together with Ian Mattioli and Richard Shepherd- Cross. Nathan is also Non-Executive and Senior Independent Director of AIM-quoted Mortgage Advice Bureau (Holdings) plc, a leading mortgage network, and a trustee of Leicester Grammar School.

NATHAN JAMES MCLEAN IMLACH - Secretary

Job Titles:
  • CHARTERED ACCOUNTANT
  • Company Secretary
  • DIRECTOR

Navtaij Hundal

Job Titles:
  • Wealth Management Consultant

Neil Farndon

Job Titles:
  • 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.

Nick Gimson

Job Titles:
  • Wealth Management Consultant
Nick has over 20 years' experience as a financial consultant. He has experience in providing advice to companies in relation to business planning and employee benefits, as well as high-net-worth individuals on their wealth management and financial planning needs. Based in London, Nick's primary focus is on individual wealth management and executive financial counselling.

Nicola Saltman

Job Titles:
  • Employee Benefits Consultant
Nicola has 16 years of experience within the financial service industry, having held positions at Standard Life, Aegon and Origen Financial Services. Nicola Holds the Chartered Insurance Institute's Regulated Diploma in Financial Planning, as well as continuing her studies to achieve the Advanced Diploma in Pension Planning. Nicola works with employers to enhance employee engagement and support the long-term goals of businesses of attracting and retaining staff. This is done by auditing, consulting, and implementing all aspects of employee benefits. As a consultant, Nicola currently specialises in corporate pensions, workplace savings, and employee benefits; providing advice on due diligence and restructuring of existing benefits programmes through the use of total reward and flexible benefits.

Nigel Saunders

Job Titles:
  • Employee Benefits Consultant
Nigel has more than 30 years' experience in the financial services sector and has delivered consultancy services to UK companies for a range of leading corporate advisers such as Co-operative Bank, HSBC and latterly A.J. Gallagher's. Nigel has specialised in providing guidance and advice on various companies' staff employee benefits, assisting progressive employers to create suites that maximise employee engagement and bring real value to their benefit spend. When not at work, Nigel enjoys hill walking in the Highlands and fly fishing.

Nimmy Uppal

Job Titles:
  • 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.

Paul Cliffe

Job Titles:
  • 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.

Paul Nunn

Job Titles:
  • Employee Benefits Consultant
Paul has over 20 years' experience working with corporate clients within the employee benefits environment, gaining a wealth of experience as a result of previous roles held at leading insurers and employee benefit adviser firms. Paul's role involves working in close partnership with clients, from developing their wellbeing strategy through to implementation and communication of their employment benefits provision. Paul joined Mattioli Woods in 2019 as an employee benefits consultant, where he focuses on working with our corporate clients across London and the south. His expertise covers the full range of employee benefits provision from healthcare through to group risk.

Peter Ryan

Job Titles:
  • 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.

Richard Smith

Job Titles:
  • Investment Manager
Richard graduated from Oxford University with a degree in Law in 1998 and undertook further legal education before starting work in the City. He has been employed in financial services for over a decade and worked in investment banking, investor relations and private client stockbroking roles before joining Mattioli Woods as an Investment Manager in June 2013. He is especially interested in macro-economic issues and has responsibilities for both asset allocation and fund research as well as being a contributor to our market commentary publication. Richard completed the Masters in Wealth Management in 2012 and is a member of the CISI.

Ross Morrison

Job Titles:
  • Consultant
Ross joined Lloyds Banking Group in 2008 and worked there until 2015 as a financial consultant providing protection advice to retail clients. After leaving Lloyds Banking Group, he joined Clydesdale bank as a Bank Manager and began to study towards the Diploma in Financial Planning. After over a year in this role and having gained his Diploma in Financial Planning, he realised providing financial advice and helping clients meeting their personal and financial goals was his Ross joined Mattioli Woods in 2016 to its reputation, ethical outlook towards financial advice and treating customers fairly and now looks after a wide range of businesses in the Aberdeen area.

Ryan Hall

Job Titles:
  • 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.

Saira Chambers

Job Titles:
  • Employee Benefits Director
Saira joined Mattioli Woods in October 2016 and has over 25 years' experience in the employee benefits market. Over the last 15 years, her work has focused on helping multinational companies source and manage benefit programmes for their employees. During her career, Saira has worked on both general consulting for domestic and international clients, as well as developing international business.

Sanjeev Gordhan

Job Titles:
  • Wealth Management Consultant
Sanjeev joined Mattioli Woods in 2014 after a career as a business consultant working with start-ups and growth businesses. As a wealth management consultant with a diploma in Finance, Sanjeev assists clients in creating bespoke and tailored retirement strategies, allowing them to secure their own financial independence whilst working towards tax efficiency. Using the experience gained through working with business owner/managers plus the knowledge of financial planning, Sanjeev is able to completely understand the needs and priorities of business owners and senior executives to best meet their current and future financial objectives.

Sarah Levett

Job Titles:
  • 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.

Saroj Ekanayake

Job Titles:
  • 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.

Scott Bradshaw

Job Titles:
  • Investment Manager
Scott is a key member of both the Group's Asset Allocation Committee and Investment Research Team. Scott is also a member of the Portfolio Management Committee, the team responsible for the management of all discretionary portfolios, and is the lead manager on our Diversified Income Portfolio. Scott is the lead analyst for Private Equity, Absolute Return and Global Real Estate and also regularly contributes to the Group's Monthly Market Commentary. Scott joined Mattioli Woods in 2009 as a member of the wealth management administration team before moving across to the investment management team in 2010. First working as Investment Manager Support, Scott progressed to Investment Analyst and in 2015 to Investment Manager. Scott also holds the CII Certificate in Investment Operations and CFA Certificate in Investment Management.

Scott Wakeling

Job Titles:
  • 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.

Scott Wylie

Job Titles:
  • Investment Manager
Scott has worked in financial services since 1991 and is a key member of both the Group's Asset Allocation Committee and the Investment Research Team. Scott also chairs the Portfolio Management Committee, a team responsible for the management of all discretionary non Multi Asset Fund and Tailored portfolios. Having joined the company in March 2007, Scott has been involved with creating wealth management strategies for both individuals and corporates, and acts as an investment consultant for a number of final salary pension schemes. Scott holds both the Investment Management Certificate and the Investment Advice Diploma and is an Associate of the Chartered Institute of Securities and Investment.

Simon Gibson - Chief Investment Officer

Job Titles:
  • 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.

Simon Green

Job Titles:
  • 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.

Simon Walker

Job Titles:
  • Wealth Management Director
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.

Steph Gordon

Job Titles:
  • 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.

Steve Eggleton

Job Titles:
  • 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.

Steve Randall

Job Titles:
  • Wealth Management Consultant

Steve Thurlby

Job Titles:
  • 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.

Thornton Wells

Job Titles:
  • 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.

Tom Duckworth

Job Titles:
  • Wealth Management Consultant
Tom joined Mattioli Woods in 2014 with more than 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 financial planning and 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. In his spare time, Tom does "a fair bit" of mountain biking and enjoys watching rugby and cricket.

Tom Mayne

Job Titles:
  • 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.

Virginia Gamble

Job Titles:
  • 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.

Wendy Atkinson

Job Titles:
  • Business Development Manager
Wendy joined the Mattioli Woods family in 2014 as a business development manager for both the wealth management and employee benefits teams. Wendy started her career in financial services with Aberdeen Asset Management upon graduating from university with an honours degree in Economics and Management Studies 15 years ago. Her career then took her to Dubai to work for two years in the finance sector, and upon coming home she was offered the opportunity to work for Clydesdale bank, looking after a portfolio of high-net-worth clients. Over the years, Wendy has built up excellent relationships with private individuals, corporates, and the professional community, which help her to deliver the Mattioli Woods offerings to the marketplace.

Yasin Patel

Job Titles:
  • 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.

Zulekha Abdulla

Job Titles:
  • 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.