Your Expert Panel - Wealth Management

Wealth Management

We specialise in Self invested personal pension (SIPP) or small self-administered scheme (SSAS) pension arrangements.

They can be used to invest in direct commercial property, provide funding to businesses or provide the opportunity to invest in alternative projects.

We pride ourselves on thinking outside of the box and having the technical expertise to carry out transactions to meet our clients objectives.

 

James Freshney,
Mattioli Woods

 

I am a Consultant at Mattioli Woods and I provide creative solutions to our clients problems utilising their pension schemes. I have significant experience in the property development space and funding

When I’m not advising on pensions, I enjoy hiking, running and playing golf.

Expertise:

  • Owner managed businesses
  • Self-invested pensions
  • Development funding
  • Tax efficient development

The Lastest blogs …

Look north for UK winter staycations

Look north for UK winter staycations

York is a medieval city located in North Yorkshire, UK. Its architecture and atmosphere are in many ways like its southern counterpart, Bath. Both...

Subscribe for all our exclusive Property Deals

Get the latest property information and advice too.
Register Interest

Change Pricing Plan

We recommend you check the details of Pricing Plans before changing. Click Here



£2030 daysPay Per Listing0 regular & 0 featured listings



£4030 daysPay Per Listing0 regular & 0 featured listings



£12030 daysPay Per Listing0 regular & 0 featured listings



£2500365 daysPay Per Listing1 regular & 1 featured listings



£25030 daysPay Per Listing0 regular & 0 featured listings



£600365 daysPay Per Listing0 regular & 0 featured listings



£220365 daysPay Per Listing0 regular & 0 featured listings



£110365 daysPay Per Listing0 regular & 0 featured listings



£1200365 daysPay Per ListingUnlimited regular & Unlimited featured listings



£440360 daysPay Per ListingUnlimited regular & Unlimited featured listings



£220365 daysPay Per ListingUnlimited regular & Unlimited featured listings



£Unlimited daysPay Per Listing1 regular & 0 featured listings