Mattioli Woods has strengthened its Aberdeen wealth management team with appointment of Craig Loney, who will be based at its offices on Queen’s Terrace.
Craig’s experience spans 12 years within the financial services sector and includes underwriting, advising with a leading mortgage and insurance broker and wealth management.
Originally from the North-east, Craig joins Mattioli Woods from Close Asset Management in the City of London, where he was a financial planner. Prior to this, he worked for Santander in London as a senior client relationship manager.
Adeline Christy, Director, said:
“We are delighted to welcome Craig to our growing team. His broad knowledge of the financial services industry combined with his experience in providing trusted advice in personalised manner fits well with our style of delivering clients’ goals with honesty and integrity”.
On his appointment, Craig added:
“I was attracted to Mattioli Woods due to its reputation as a well-respected financial planning firm which has built on the already well-known Kudos brand in the Northeast. I look forward to building close relationships with clients and helping them to achieve their financial aspirations”.
Craig joins Mattioli Woods at an exciting time for the Group, with an impressive trading update in June 2015. The Group's total client assets under management, administration and advice had increased by 17% to £5.4 billion. This has led to increased job opportunities for experienced hires across all its six UK locations as the business moves into the next phase of expansion.