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
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Local governments swim in unprecedented wealth as property taxes surge 750%. Where is all that money really going?
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Multi-unit properties in England sell for up to 50% more than regular homes, yet savvy investors can’t resist them. The numbers tell why.
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From Search to Sale: How a Property Buying Agent Can Save Investors Time, Stress and Money
When you think of property professionals, the estate agent is usually front and centre. But savvy investors – especially in competitive markets like London – are increasingly turning to a lesser-known secret weapon: the property buying agent.
Scottish Property Investors Face Unyielding HMRC Surveillance Amid Rising Tax Pressure
HMRC’s relentless £250M hunt for Scottish property investors sends landlords scrambling to protect their wealth amid radical tax changes. Are you next?
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