DESCRIPTION

Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 600 staff throughout our Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston offices, administering over 10,000 clients, and hold £9.4 billion of assets under advice and administration. By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery. With a clear and focused business strategy, we 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. We provide our clients with an all-embracing and holistic approach designed to develop a clear strategy for our clients’ financial plans, supported by sound investment and taxation initiatives. 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. We can 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 our clients’ pension strategy. The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach, with a genuine focus on providing the highest level of personal advice and maintaining close relationships with all clients.