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Investment Line: Market Update - November 2018
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication provides an update on funds, highlights some of the areas we are ...
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Employee Benefits Insight Report 2018
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Mattioli Woods publishes relaunched newsletter for professional connections
We are pleased to announce we have officially published our newly relaunched newsletter for professional connections.Called Managing Pensions and Wealth (MPW), it has been designed with our connections and their clients in mind, providing technical expertise ...
Mattioli Woods Chief Executive earns nomination for prestigious growth recognition awards
We are delighted to announce Ian Mattioli MBE has been shortlisted as ‘Chief Executive of the Year’ at a leading awards ceremony.The Grant Thornton Quoted Company Awards – taking place on 27 February 2019 in London ...
Second networking club celebrates Leicester business with curry-themed event
More than 70 attendees joined Mattioli Woods staff in Leicester's New Walk last week (7 February) for the second edition of our ProfiLE1 networking club.In a glittering event hosted in our stunning top-floor Sky Lounge, leading ...
Mattioli Woods consultant’s networking group smashes charity donation
Aberdeen-based Wealth Management Consultant April Ritchie is celebrating after a networking group she co-runs raised an epic amount of money for charity.One of three Aberdeenshire women behind the 3L Ladies Late Lunch group, the trio organises ...
Amati named as top boutique firm in leading publication
Amati Global Investors – of which Mattioli Woods owns a 49% stake - has been named by top fund selectors as one of the ten best boutique asset management firms for 2019.In a feature within Investment ...
Consultant warns of unregulated investments
Wealth Management Consultant Thornton Wells has once again put pen to paper to help a city publication warn investors about unregulated investments in SIPPs.In a piece published in City A.M., Thornton is one of several contributors ...
“How safe is my pension provider?”
A worthwhile question, of course, and one that Mattioli Woods is keen to help its clients answer. Wealth Management Director Alex Brown explains more…With so much turmoil in investment markets at the moment, clients would be ...
Mattioli Woods shows further growth in interim results as it reports cuts in client costs
Ian Mattioli MBE, Chief Executive Officer of Mattioli Woods Wealth management business Mattioli Woods plc has announced an increase in its profits during the first half of its financial year as it renewed its pledge to ...
Investment Line: Market Update - January 2019
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication provides an update on funds, highlights some of the areas we are focusing on, and shares our thoughts on the issues of ...
TV tough man big hit at Tigers lunch
Star of Channel 4's smash hit SAS: Who Dares Wins Ant Middleton swapped the Andes for Welford Road as he joined the latest Leicester Tigers Business Club as guest speaker.After introductions and lunch at the Mattioli ...
Why high earners also need help with financial management
It would be an easy mistake for an employer to assume their higher paid, more senior members of staff do not require support with managing their finances. While that’s understandable, it’s perhaps more likely that – ...
Mattioli Woods’ trainee course hits the headlines
Following an interview with Technical Director George Houston before Christmas, New Model Adviser has published a piece on our new 26-week training course for new consultants.Speaking to the paper, George discussed how the course would foster ...
Mattioli Woods consultant explores the future of SIPPs
In a recent article for Financial Adviser, Mattioli Woods wealth management consultant Thornton Wells does his best to crystal ball gaze into the future of self-invested personal pensions (SIPPs).A product that has gone through a number ...
Mattioli Woods reports “further sustainable profit growth” as it eyes more cuts in clients’ costs
Wealth management specialist Mattioli Woods today renewed its vow to drive down clients’ costs.The company’s pledge came in a trading update in which it revealed “further sustainable profit growth in a complex market”.It acknowledged a lower ...
Near-retirement checklist: what employers need to cover with those approaching retirement
Many UK companies still don’t take the time to communicate effectively with employees who are nearing or at the point of semi or permanent retirement. Throughout our working careers employers take the time to nurture, develop, ...
Don’t let a scammer enjoy your retirement
When you woke up today, did you think you might get scammed?We have all been ‘conned’ at some point in our lives, and hopefully most of us have only had those minor situations – the old ...
10 things to know about mortgages
How many of us are living in the house that we want to live in for the rest of our lives?Not many, it’s probably fair to say – for most people reading this, there’s either a) ...
Surviving or thriving? Taking steps to improve your mental wellbeing
Over the last couple of years there has been increased attention on mental health issues and how they impact on individuals, their families and friends.A lot of credit for this focus falls to the younger members ...
How to support workers affected by lifetime allowance constraints
The lifetime allowance (LTA) is a limit on the value of an individual’s pension savings (either a lump sum or retirement income) that can be taken without triggering an extra tax charge.Most people will be subject ...
Ten things to know about self–invested pensions
There is a greater need for flexibility in terms of when and how benefits are drawn and this flexibility needs to be reflected in our pension arrangements. Wealth management consultant Michael Hulse talks us through one ...
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