Friday, 05 July 2013 12:23
Mattioli Woods hires John Kelly as senior consultant
Mattioli Woods has appointed John Kelly from Berkeley Burke as a senior consultant.
Mr Kelly joins the firm with 20 years experience in financial services and will work across all Mattioli Woods locations with the pensions and wealth management team.
He previously worked as associate director for Berkeley Burke, an independent provider of member-directed pension solutions.
His new role at Mattioli Woods will see him focus on the provision on consultancy service and advice to owner-managed businesses and partnerships.
This will particularly focus on how to maximize pensions and retirement plans using SSASs.
He will look for opportunities to use pension monies to help grow clients' business and find investment solutions to maximise growth of pension assets.
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Murray Smith, director at Mattioli Woods, said: "We are continually looking to improve upon the scope and delivery of our advisory services to our clients and with his hugely relevant experience, John will not only strengthen our existing consultancy team but enable us to further enhance our service provision in the post-RDR world."
Mr Kelly said: "I am delighted to join such a dynamic organisation where I will be given the opportunity to use my experience and knowledge. Having come from a solid pension background delivering tailored and hands-on advice, Mattioli Woods' clients, both existing and new are set to benefit from this."
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Mr Kelly joins the firm with 20 years experience in financial services and will work across all Mattioli Woods locations with the pensions and wealth management team.
He previously worked as associate director for Berkeley Burke, an independent provider of member-directed pension solutions.
His new role at Mattioli Woods will see him focus on the provision on consultancy service and advice to owner-managed businesses and partnerships.
This will particularly focus on how to maximize pensions and retirement plans using SSASs.
He will look for opportunities to use pension monies to help grow clients' business and find investment solutions to maximise growth of pension assets.
{desktop}{/desktop}{mobile}{/mobile}
Murray Smith, director at Mattioli Woods, said: "We are continually looking to improve upon the scope and delivery of our advisory services to our clients and with his hugely relevant experience, John will not only strengthen our existing consultancy team but enable us to further enhance our service provision in the post-RDR world."
Mr Kelly said: "I am delighted to join such a dynamic organisation where I will be given the opportunity to use my experience and knowledge. Having come from a solid pension background delivering tailored and hands-on advice, Mattioli Woods' clients, both existing and new are set to benefit from this."
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