John Kelly
Consultant @Mattioli Woods
Signup · Get unlimited contacts
WORK HISTORY
Consultant @Mattioli Woods
Leicester, GB
Pensions and Wealth Management
EDUCATION
Newcastle Upon Tyne University
Bachelor of Arts (BA), Social Policy/Sociology/Economics
ABOUT JOHN KELLY
With over 15 years of tenure at Mattioli Woods, my focus lies in delivering tailored consultancy services in pensions and wealth management. By leveraging expertise in financial services, pensions, and wealth management, I assist directors, business owners, and high-net-worth individuals in optimizing their pension provisions through strategic tax planning and investment solutions. Mattioli Woods is renowned for its personalized approach to pension consultancy and wealth management, including self-invested personal pension schemes and estate planning. Our mission is to build long-term client relationships by providing trusted advice and personalized services, enabling clients to achieve financial security and meet their retirement objectives5
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.