MATTIOLI WOODS

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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 โ€˜restricted advice.โ€™

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MATTIOLI WOODS

Social Links:

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

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Ian Mattioli
Ian Mattioli Chief Executive Officer & Founder @ Mattioli Woods
Chief Executive Officer & Founder

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Michael Wright
Michael Wright Group Managing Director @ Mattioli Woods
Group Managing Director
2019-10-01

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Nigel Reynolds
Nigel Reynolds Chief Information Officer @ Mattioli Woods
Chief Information Officer
2021-05-01

Founder


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Ian Mattioli

Stock Details


Company's stock symbol is LSE:MTW

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

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