Your Expert Panel - Wealth Management
Wealth Management
We specialise in Self invested personal pension (SIPP) or small self-administered scheme (SSAS) pension arrangements.
They can be used to invest in direct commercial property, provide funding to businesses or provide the opportunity to invest in alternative projects.
We pride ourselves on thinking outside of the box and having the technical expertise to carry out transactions to meet our clients objectives.
James Freshney,
Mattioli Woods
I am a Consultant at Mattioli Woods and I provide creative solutions to our clients problems utilising their pension schemes. I have significant experience in the property development space and funding
When I’m not advising on pensions, I enjoy hiking, running and playing golf.
Expertise:
- Owner managed businesses
- Self-invested pensions
- Development funding
- Tax efficient development
The Lastest blogs …
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Rents are breaking records, but landlords claim they’re barely staying afloat. Their shocking financial reality will make you question everything.
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Cardiff landlords are seeing mind-bending 9.9% rent increases while properties sell 17% faster. Find out why CF24 is the next gold mine.
Why Investors Rushed to Sell Properties in 2024/25 After Holding Back in 2023/24
Real estate investors are fleeing the market in droves – from 134,000 to just 8,700 properties. Find out what’s really happening.
Why Buy-to-Let Lending Is Booming Despite Market Turmoil and Surprising Investor Shifts
Despite market chaos, buy-to-let lending hits record highs as savvy landlords pivot to unconventional properties. Find out why investors can’t resist.
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