British wealth management firm Mattioli Woods has increased its pension offering in Scotland with the appointment of a new SIPP and SSAS consultant, Stephen Wilson.
Wilson joins Mattioli Woods with nearly 15 years’ experience gained in the financial services sector. He previously worked for Wesleyan Medical Sickness as a financial consultant, specializing in retirement planning for the medical profession along with estate planning and family protection.
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Wilson will be based at the Glasgow offices of Mattioli Woods’ subsidiary and prominent Scottish wealth management and employee benefits business, Kudos.
Commenting on this new appointment, Murray Smith, director, commented: "We are delighted to welcome Wilson to the Group. This is a natural extension of our existing wealth management services and the addition of a dedicated consultant to the Scottish team will provide local clients with meaningful, strategic guidance on all aspects of their pension scheme".
Wilson’s appointment follows the recent high-profile acquisition of Ashcourt Rowan’s pension business, as well as the appointment to operate the HD SIPP.
Wilson added: "I am delighted to join Mattioli Woods and excited about developing our pension proposition in Scotland. I have built up extensive knowledge over the years with a focus on planning around NHS benefits, lifetime allowance, SIPPs and income drawdown".
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By GlobalData"Although I will be based in Glasgow, I will also be covering Edinburgh and Aberdeen as part of my remit".
Wilson joins Mattioli Woods plc at an exciting time for the Group, following year-on-year growth and a recently strong trading update, with total assets under administration and advice up to £4 billion.
