KM
Katie Mearns
Employee Benefits Consultant at Mattioli Woods
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Work Experience
Feb 2015 - Present · 9 years and 11 months
Employee Benefits Consultant
Oct 2019 - Present · 5 years and 3 months
Employee Benefits Associate Consultant
Oct 2017 - Oct 2019 · 2 years
Employee Benefits Consultant Support
Feb 2015 - Sep 2017 · 2 years and 7 months
Company Details
501-1000 Employees
Mattioli Woods is a leading UK provider of wealth management and employee benefits. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.
Year Founded
1991
Social Media
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Industry
Financial Services, Retirement & Financial Planning
HQ Location
1 New Walk Place Leicester, Leicestershire LE1 6RU, GB
Keywords
Wealth managementEmployee benefitsRetirement planningTrusteeship & administratioInvestmentSIPPTaxatioSSASPension consultancyPortfolio management
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