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Mattioli Woods plc

One of the UK’s leading providers of wealth management and employee benefit services.

Mattioli Woods is a leading UK provider of wealth management and employee benefits, with offices in Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston, growing both organically and by acquisition to deliver strong, sustainable shareholder returns over the long term. They administer over 10,000 clients and hold £9.3 billion of assets, priding themselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.

Mattioli Woods provide 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. Clients want to be confident in the advice given and for strategies to be administered quickly and efficiently. Their 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 clients’ income.  Mattioli Woods 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 a clients’ pension strategy. Mattioli Woods take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with clients to develop a balanced financial plan.

They also offer a financial planning service, where consultants can offer expert advice on all retail investment products, such as life policies or pensions planning. Where their own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, they can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting their own DFM, SIPP and SSAS solutions in the first instance, they have chosen to be classified as providing ‘restricted advice.’

Find out more in their new ‘Introducing Mattioli Woods brochure’ here

Visit their website here to find out more or complete the form below and a member of their team will make contact for a no obligation chat to discuss your family business needs.

Mattioli Woods Enquiry Form

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