Managing Director of Jeremy Kitchin Practice M&A Ltd
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Royal College of Physicians, London
25 June 2020
25 June 2020
2020-06-25 09:00:00
Presentation Title: Cyber-who? Common pitfalls of operating in a cloud-based world
Following 14 years developing, building, running and eventually selling a forward thinking, cloud based bookkeeping practice, I have taken my first ever ‘proper job’!
Now working as a Senior Business Manager my ultimate goals have not changed – to provide sensible, sound, solid support and advice to SME’s and to leverage the businesses I work in and with to change the world in small but powerful ways, one impact at a time.
Mattioli Woods is a leading UK provider of wealth management and employee benefits, with offices in Aberdeen, Buckingham, Glasgow, Leicester, London, Manchester, Newmarket, and Preston, growing both organically and by acquisition to deliver strong, sustainable shareholder returns over the long term. We administer over 10,000 clients and hold £8.7 billion of assets. 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.
Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.
We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’
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Tim is Head of Practice Standards at the Institute of Financial Accountants and worked in compliance in the accountancy sector for over 18 years with previous experience in public practice and industry.
Recently graduated with the International Compliance Association in International Anti Money Laundering Tim has over 10 years’ experience in AML regulatory work having been an ever present at the Anti Money Laundering Supervisors Forum which he is currently vice-chair and brings a wealth of experience relating to AML issues and the SARs regime.
