MATTIOLI WOODS
Mattioli Woods is a UK provider of wealth management and employee benefits. By building long-term relationships, our aim is to provide trusted advice, high standards and 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 efficie... ntly. 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 clientsโ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clientsโ 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 clientsโ 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 โrestricted advice.โ
MATTIOLI WOODS
Industry:
Finance Financial Services
Founded:
1991-01-01
Address:
Leicester, Leicester, United Kingdom
Country:
United Kingdom
Website Url:
http://www.mattioliwoods.com
Total Employee:
101+
Status:
Active
Contact:
+01162408700
Email Addresses:
[email protected]
Technology used in webpage:
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Current Employees Featured
Founder
Stock Details
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2021-08-27 | Richings Financial Management | Richings Financial Management acquired by Mattioli Woods | 1.8 M GBP |
2021-05-26 | Maven Capital Partners | Maven Capital Partners acquired by Mattioli Woods | N/A |
2021-05-26 | Ludlow Wealth Management Group | Ludlow Wealth Management Group acquired by Mattioli Woods | 43.5 M GBP |
2021-04-19 | Caledonia Asset Management | Caledonia Asset Management acquired by Mattioli Woods | 1.6 M GBP |
2021-02-03 | Montagu Financial Management | Montagu Financial Management acquired by Mattioli Woods | 2.3 M GBP |
2021-01-14 | BDO North Ireland - wealth management business | BDO North Ireland - wealth management business acquired by Mattioli Woods | N/A |
2019-03-28 | SSAS Solutions | SSAS Solutions acquired by Mattioli Woods | N/A |
2010-08-10 | City Trustees | City Trustees acquired by Mattioli Woods | 1.85 M GBP |
Investments List
Date | Company | Article | Money raised |
---|---|---|---|
2021-01-21 | Tiller Group | Mattioli Woods investment in Corporate Round - Tiller Group | N/A |
2017-02-07 | Amati Global Investors | Mattioli Woods investment in Funding Round - Amati Global Investors | 3.3 M GBP |
Official Site Inspections
http://www.mattioliwoods.com Semrush global rank: 2.2 M Semrush visits lastest month: 8.87 K
- Host name: 185.250.9.237
- IP address: 185.250.9.237
- Location: Leeds United Kingdom
- Latitude: 53.8756
- Longitude: -1.7123
- Timezone: Europe/London
- Postal: LS20