Gregory Ward
Director @Mattioli Woods
Signup · Get unlimited contacts
WORK HISTORY
Director @Mattioli Woods
As a Director and ambassador for Mattioli Woods, Greg’s role has evolved into a more strategic capacity that leverages his extensive industry experience and client insights. This position allows him to maintain meaningful advisory relationships with key clients while simultaneously providing strategic counsel to the group across multiple business areas. His ability to balance high-level strategic thinking with client-focused delivery exemplifies the dual expertise that defines effective leadership in wealth management.Greg\'s influence extends in several executive committees, including the Strategic Asset Management Committee and Marketing Committee. These roles enable him to contribute to firm-wide initiatives, helping shape strategy and positioning while ensuring alignment between client needs and organizational objectives.His multifaceted approach to leadership—combining team development, acquisition integration, client service, and strategic planning—positions Greg as a vital contributor to Mattioli Woods\' continued success and expansion in the wealth management sector.
EDUCATION
Chartered Insurance Institute
Chartered Financial Planner
Sheffield Hallam University
Law and Business
SKILLS
ABOUT GREGORY WARD
As a Chartered Financial Planner my core skills are structuring and enhancing family corporate and private client financial positions. Mattioli Woods is a leading Wealth Management organisation, managing and advising client assets in excess of £15 billion. Our business focuses on financial planning solutions supported with appropriate product and administration provision. As a stakeholder in the future success of our business I am motivated in ensuring my clients receive the correct advice and support, always focusing on the creation of long-term professional relationships. My specialisms encompass advice on bespoke family pension provision utilising SIPP and SSAS arrangements to save tax at a corporate and personal level. Additionally business exit income and investment structuring, investment management, Inheritance planning and financial protection. I regularly work alongside accountancy and legal professionals on wider tax, corporate planning and family investment planning. I regularly speak at professional events and workshops throughout the UK. I have a diverse client portfolio throughout the UK. As a Team Director I am responsible for leading the vision, development and progression of the North West wealth management team within Mattioli Woods plc.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.