David started his financial services career in 1985 in retail banking before moving into regulated financial advice in 1991. Since then, he has held several client-facing roles with national, multi-national and regional firms, providing advice to both business and personal clients, as well as developing relationships with professional connections.

Joining Mattioli Woods in 2007, David provides bespoke financial advice to high-net worth individuals, encompassing investment and tax mitigation planning, as well as retirement solutions and family protection. He also has supervisory responsibility for the wealth management team in Scotland.

Tom joined Mattioli Woods in 2020. He has over 25 years’ investment experience working with financial advisers and asset managers, including 18 years at J.P. Morgan Asset Management where he was an Executive Director and Global Markets Strategist.

In his role as Senior Investment Strategist at Mattioli Woods, Tom is responsible for delivering asset allocation comment and analysis with a particular focus on discretionary portfolio management (DPM) and multi asset funds and portfolios. Tom assists with projects and undertakes fund analysis where appropriate, acting as experienced counsel.

Family Business United (‘FBU’) was created by Paul Andrews who is passionate about the family business sector and champions the sector on a global level.

Since setting up Family Business United in 2011 as an online magazine and resource centre for the family business community, Paul Andrews has also been working with a number of professional service organisations helping them to develop their offering and promote their services to family businesses.