Andrew Goulter

Wealth Management Consultant @Mattioli Woods

Leicester, GB

In 2017 I took on a new challenge to move into the financial services industry.As a trainee I worked through hands on pension and wealth management administration to gain knowledge of the underlying workings of flexible pension schemes and wider investment solutions for clients. Alongside this training I gained experience by shadowing expert Mattioli Woods Wealth Management Consultants. This allowed me to meet a wide range of clients, with varying financial needs and means, and learn about the suitable solutions that can be put in place to meet their needs. Alongside this I achieved a Diploma in Regulated Financial Planning, and the necessary Financial Conduct Authority authorisation, allowing me to provide advice to clients directly. I am now working with my network of solicitors, accountants and business angels in order to find the best outcomes for my clients.

University of Leicester

Bachelor’s Degree