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 …

The Top 5 US Towns With The Most Beautiful Waterfront Homes

The Top 5 US Towns With The Most Beautiful Waterfront Homes

The individuality of waterfront properties includes amazing views, multiple water sports, improved health, and an uncommon way of life. If you are thrilled by such a lifestyle, this article has to tell you about the top five towns in the US that own the most precious waterfront properties concealed inside.  

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