Mattioli Woods plc provides wealth management and employee benefit services in the United Kingdom. It operates through five segments: Pension Consultancy and Administration, Investment and Asset Management, Private Equity Asset Management, Property Management, and Employee Benefits. The company offers self invested personal pension and small self-administered pension schemes; alternative investment and fund management; and employee engagement, defined contribution and defined benefit pension schemes, workplace savings, healthcare, international benefits, and risk solutions, as well as total reward and flexible benefit systems. The company offers its services to controlling directors and owner-managed businesses, professionals, executives, individuals, families, and retirees. Mattioli Woods plc was founded in 1991 and is based in Leicester, the United Kingdom.
History
Since its founding in 1992, Mattioli Woods has developed a culture of integrity and a commitment to the highest standards of professional service.Mattioli Woods offers a full range of wealth management services and financial advice to individuals, charities, companies and trustees across the country from its offices in Leicestershire, Yorkshire, Cheshire, Gloucester and Malvern. From lifestyle planning to retirement strategies, Mattioli Woods provides a genuinely independent and holistic approach to financial planning.
Mission
To be the premier provider of financial planning services and employee benefit consultancy to our individual, corporate and trustee clients.
Vision
To be respected within the profession, recognised by clients as the best of breed, and be a leading light in providing personalised services.
Key Team
Mr. Michael David Wright (Group MD & Director)
Mr. Simon John Gibson (Chief Investment Officer)
George Houston (Group Compliance Officer)
Mr. Nathan James Mclean Imlach C.A., CA, CF, FCSI (Chief Strategic Adviser)
Mr. Murray Beveridge Smith (Founder Director)
Sara Andrews (Chief Bus. Officer)
Mr. Mark Fuller (Head of Structured Products)
Recognition and Awards
In 2020, Mattioli Woods was awarded The Sunday Times Best Company to work for in its category. In 2019 Mattioli Woods was shortlisted for the Investment Week Investment Company of the year award and Investors Chronicle Wealth Management award. The firm has previously won a variety of awards at the annual Sunday Times awards in three consecutive years.