Mattioli Woods

Are one of the UK’s leading providers of pension consultancy and wealth management services, advising over 4,000 clients throughout the UK and with funds under trusteeship in excess of £2.8 billion. By building long-term client relationships, thier aim is to provide trusted advice, high service standards and personalised delivery.

They provide integrated services for individuals, embracing pension consultancy, with a strong specialism in self-invested personal pension schemes and small self-administered pension schemes; personal investment and estate planning. For corporate clients, they provide a comprehensive range of employee benefits services. Principle services include:

• Self-invested personal pension schemes (SIPP)
• Small self-administered schemes (SSAS)
• Employee Benefits
• Personal Wealth Management

In the last 20 years, they have grown dynamically year-on-year and became a public company following a listing on the AIM market of the London Stock Exchange in November 2005. Founded on a strong culture of client care,  core services are targeted towards controlling directors, professional persons, owner-managed businesses and small to medium-sized PLCs.

The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach. There is a genuine focus on providing the highest level of personal advice and maintaining close relationships with all clients, which has led to high levels of satisfaction, retention and referrals.

About

Introducing Mattioli Woods

Mattioli Woods is one of the UK’s leading providers of pension consultancy and wealth management services. They employ over 250 staff through Leicester, London, Aberdeen and Glasgow offices, administer over 2,900 SIPP schemes and 1,400 SSAS schemes and hold over £2.8 billion of assets under advice and administration.

By building long term client relationships, the aim is to provide trusted advice, high service standards and personalised delivery. They provide integrated wealth management services, incorporating pension consultancy with a strong focus on self-investment and employee benefits. Our wealth management services embrace pensions and personal investment, coupled with estate planning.

Principal functions, include:

• Self-invested personal pension schemes (SIPP)
• Small self-administered schemes (SSAS)
• Employee Benefits
• Personal Wealth Management

They provide  clients with an all-embracing and holistic approach designed to develop a clear strategy for clients’ 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, regular updates and review meetings are central to our communication process, to give reassurance.

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. They proudly claim to be a leader in the field of self-invested personal pensions and small self-administered schemes, and such arrangements are often central to  clients’ pension strategy. They 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.