Jody Downes Email and Phone Number
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We provide specialist support, guidance and advice across all areas of financial planning & wellbeing. We look after families and their business', farms & landowners, company owners, private and listed business', individuals, and sportsmen & women. With a long standing reputation for delivering the highest level of advice in pensions, investments, inheritance and succession planning we advise multiple generations of families. Our clients range from an individual just starting their financial journey through to families who are looking to create a legacy for their loved ones. We recognise that it is a privilege to play a small part in this aspect of their lives.For the companies themselves we are able to support the total wellbeing of your employees. Covering mental, physical and financial health we will create a proposition which is appropriate, engaging and effective for your workforce. We are independent without ties to providers so are able to review the whole market to create something which marries up with your business principles and delivers for your employees.I am an experienced and respected financial services specialist who, over a period of more than 30 years, has advised at board and C-suite level. I have led numerous liquidity events including IPO's, mergers & acquisitions and have played an intrinsic part in the development of several well known business' and a wide range of UK SME's and mid-sized companies.I am financially astute and commercially minded and have built my career based on a deep level of trust across an extensive contact base within financial services, family business', professional advisers, sport and individuals.Away from the office I spend as much time as possible with my wife and family, often in or near water, surfing (trying!) in N. Cornwall, walking the dogs or just switching off. I am a keen sportsman and have played hockey for Barnes HC, the HAC and latterly Spencer HC. I have coached both rugby (Rosslyn Park RFC) and cricket (Spencer CC) at junior levels and watch lots of rugby (Bath fan since school/ current sponsors of the Tigers)We live in the Vale of Belvoir, Leicestershire but I work across all group offices including London, Leicester, Birmingham, Manchester & Newmarket.
Mattioli Woods, Financial, Succession & Inheritance Advice. Investments. Employe
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Strategic Partnerships DirectorMattioli Woods, Financial, Succession & Inheritance Advice. Investments. EmployeMelton Mowbray, Gb
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GovernorSmb College Group Oct 2022 - PresentMelton Mowbray, Leicestershire, GbI am very privileged to take on the role of governor at the SMB College Group. The group consists of three superb higher education college campus' Stephenson, Brooksby and Melton with the latter two being extremely local to me. I was invited to become part of this extremely forward thinking group by the dynamic principal and I look forward to making a small contribution to the three colleges, current and former pupils and the wider community.* Link Governor Agriculture & Land Based Curriculum* Q&S Committee -
Strategic Partnerships DirectorMattioli Woods, Pensions, Inheritance & Financial Planning. Asset Management. Employee Wellbeing. Jan 2015 - PresentWe specialise in financial planning, pensions & investments, estate & succession planning advice. We also deliver 'whole of market' employee benefits & employee wellbeing consultancy across the UK and overseas.Founded 34 years ago and still led by our founders Bob Woods and Ian Mattioli, we are one of the country's leading and most trusted business', helping generations of individuals, families, owners & directors, guiding them and their companies through pensions, investments, inheritance, estate and succession planning.Our highly regarded Employee Benefit team support a diverse range of UK and overseas business' working with the finance and HR teams helping to attract, engage & retain an happy and healthy workforce.We deliver Financial Health and wellbeing guidance and advice for individuals, business', sports teams, schools and universities.Our investment management team now manages c£2.5bn of discretionary assets for more than 15,000 wealth management clients. Across the company we administer c£15bn of assets.We have expert teams across commercial property, managing a +£500m listed REIT and VCT's where we own a 49% stake in Amati Global Investors and we deliver appropriate BR, EIS and IHT planning. We have in-house Private Equity expertise through the team at Maven Capital Partners and mortgage work through the team at White Mortgages. Key to note that we are regulated by the FCA.I recognise that it is always an enormous privilege for us to be invited to assist such a wide range of amazing families and business', some of whom have been around for nearly 150 years, some of whom are just beginning their journey.We are also proud sponsors of the Leicester Tigers and are proud to support their drive for improved player welfare. We are always happy to help so please do contact me on M:07794 038429 or email jody.downes@mattioliwoods.com and we can arrange a convenient time to meet.
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Director, Equity SalesS P Angel Llp Oct 2012 - Dec 2014London, Gb -
Director Equity SalesFairfax I.S. Plc Apr 2009 - Oct 2012Gb -
Director,Equity SalesEvolution Securities Aug 2004 - Dec 2008Gb -
Director Equity SalesRw Baird Jul 2002 - May 2004
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Director,Equity SalesTeather & Greenwood Jan 1996 - Jul 2002Gb -
Bond DealerCantor Fitzgerald 1993 - 1996New York, New York, Us -
Runner/ DriverCbs Jan 1992 - Mar 1992New York, Ny, UsWorking for CBS TV and 021 (Birmingham) TV as a runner/ driver/ gofer at the Winter Olympics. Based in Albertville and involved in the opening & closing ceremonies and the live broadcast of long track speed skating. -
Equity TraderBzw (Barclays De Zoete Wedd) 1985 - 1990
Jody Downes Skills
Jody Downes Education Details
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Bryanston SchoolEconomics. Ao Level History -
Walhampton School
Frequently Asked Questions about Jody Downes
What company does Jody Downes work for?
Jody Downes works for Mattioli Woods, Financial, Succession & Inheritance Advice. Investments. Employe
What is Jody Downes's role at the current company?
Jody Downes's current role is Strategic Partnerships Director.
What is Jody Downes's email address?
Jody Downes's email address is jd****@****xis.com
What is Jody Downes's direct phone number?
Jody Downes's direct phone number is +177940*****
What schools did Jody Downes attend?
Jody Downes attended Bryanston School, Walhampton School.
What skills is Jody Downes known for?
Jody Downes has skills like Equities, Hedge Funds, Mining, Energy, Gold, Capital Markets, Alternative Investments, Equity Capital Markets.
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