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.

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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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