Adrian Mee
Consultant
Adrian joined Mattioli Woods after graduating from the University of Birmingham with an honours degree in Economics.
He was fundamental in the establishment of the company's broking team which has now developed into the Investment Research and Broking Division, which allows senior consultants with the knowledge and information to base investment recommendations to clients.
As with all senior consultants, Adrian worked within the account management teams before moving into consultancy after gaining the Diploma in Financial Planning now seen as a significant benchmark qualification for advisors proposed by the FSA. His core clients are now business owners (both current and retired) and also self employed individuals focussing on self administered scheme solutions.
Adrian also regularly lectures in pension legislation at both internal and external seminar events as well as being an editor for various tax journals on pension planning.