Matthew Lowe
Wealth Management Consultant at Mattioli Woods plc- Claim this Profile
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English -
Topline Score
Bio
Credentials
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R01: Financial Services, Regulation & Ethics
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R02: Investment Principles and Risk
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R03: Personal Taxation
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R04: Pensions and Retirement Planning
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R05: Financial Protection
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R06: Financial Planning Practice
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R08: Pensions Update
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Experience
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Mattioli Woods plc
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United Kingdom
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Financial Services
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300 - 400 Employee
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Wealth Management Consultant
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2017 - Present
Mattioli Woods plc provides integrated wealth management services, embracing pension consultancy and personal investment. For corporate clients we provide a comprehensive range of employee benefit services. Widely recognised as a market leader in self-administered and self-invested pension arrangements, our aim is to provide trusted advice, high-quality service standards and personalised delivery, against the backdrop of longterm client relationships. The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach to financial advice. There is a genuine focus on providing the highest level of personal advice and maintaining close relationships with all clients, which has led to high levels of satisfaction, retention and referrals. Show less
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MSM Independent Financial Services Limited
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Doncaster, United Kingdom
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Office Manager
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Mar 2015 - 2017
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Mattioli Woods plc
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United Kingdom
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Financial Services
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300 - 400 Employee
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Client Relationship Manager
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Jun 2013 - Mar 2015
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Hornbuckle
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Financial Services
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1 - 100 Employee
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SIPP/SSAS Account Manager
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Nov 2008 - Jun 2013
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Shakespeare Martineau
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United Kingdom
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Legal Services
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700 & Above Employee
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Accounts Clerk
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Apr 2004 - Nov 2008
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Education
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2001 - 2004
Countesthorpe Commuity College
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1998 - 2001
Thomas Estley Community College
Community
