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 …
Property investment for beginners
This property investment guide for beginners gives you the basics of property investment, including what it is and how to get started.
Can a House With Fire Damage Be Sold As-Is? Find Out Here
A house with fire damage can be a difficult sale. Many people are hesitant to buy a home that has been damaged by fire, no matter how much work is...
4 Things You Should Have In Mind When Choosing Dredging Equipment
If you are in the market for a dredging machine, there are a few things you should keep in mind. Not all dredgers are created equal, and it is...
How to Restore a Cast Iron Sink
Cast iron sinks can be used in your bathroom or kitchen, and they look beautiful and charming. However, like all the other types of sinks, cast iron...
Can You Lose Money Investing In Property?
With all the online adverts offering to sell you courses that will help you become a successful investor you might be wondering if it’s possible to lose money investing in real estate.
Do People Flip Houses in the UK? What You Need To Know
Some people have turned house flipping into a career and glamorized the process of house flipping. Are people in the UK also taking to this profitable yet, at times, risky business practice?
Is It Better To Invest in Shares or Property?
When it comes to investing, there are many options to choose from, shares and property being two of the most popular choices. So which is best?