Gregory Ward Email & Phone Number

Manchester, Gb

Responsible for leading the vision, development and progression of the North West wealth management team within Mattioli Woods plc.

The Mattioli Woods Group is one of the leading providers of wealth management and employee benefits services, advising over 6,000 clients with assets under management, administration and advice in excess of £6bn. We provide integrated services for individuals, embracing pension consultancy, with a strong specialism in self-invested personal pension schemes (SIPP's), small self-administered pension schemes (SSAS's), personal investment and estate planning. For corporate clients we provide a comprehensive range of employee benefits services.In the last 23 years, we have grown dynamically year-on-year and became a public company following our listing on the AIM market of the London Stock Exchange in November 2005.Founded on a strong culture of client care, our core services are targeted towards controlling directors, professional persons, owner-managed businesses and medium sized enterprises.The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach. There is a geniune focus on providing the highest levels of personal advice and maintaining close relationships with all clients, which has led to high levels of satisfaction, retention and referrals.By building long-term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery.

Chartered Financial Planner

Law And Business

Activities and Societies: Sheffield Officer Training Core

Education record