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Our robust investment strategies allow us to avoid many market pitfalls and take advantage of a wealth of opportunities
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Investment Line: Market Update - December 2020
16/12/2020
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
We are one of the UK’s leading providers of employee benefits and wealth
management services.
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Employee Benefits Insight Report
Download your copy today! This report encapsulates the diversity of employees across both qualitative and quantitative measures, asking the questions of the day regarding the trends employers are seeing and also analysing the benefits they provide, who they provide them to and at what level.
Professional Advisers
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Introducing
a 21st century financial services business
built with passion and integrity. We are
Mattioli Woods
Please click here for COVID-19 Updates
"Imagine a world in which
financial advice
is trusted, thoughtful, and enriching. This is our
vision and promise
"
WE ARE ONE OF THE UK’S LEADING PROVIDERS OF WEALTH MANAGEMENT AND EMPLOYEE BENEFIT SERVICES, ADVISING OVER 10,000 CLIENTS WITH ASSETS UNDER MANAGEMENT, ADMINISTRATION, AND ADVICE OF OVER £10 BILLION.
AWARD-WINNING FINANCIAL
SERVICES GROUP
Mattioli Woods is a leading UK provider of wealth management
and employee benefits.
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Wealth Management
Employee Benefits
News & Events
Pensions
Core to our product offering is a professional and personalised service
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At Mattioli Woods, we can proudly claim to be a leader in the field of pension consultancy and administration.
Our focus is to remain strong on integrity and compliance, ensuring our clients’ pension arrangements are administered with an attention to detail that is second to none.
Investments
WE OFFER A NUMBER OF INNOVATIVE INVESTMENT PRODUCTS AND SERVICES TO SUPPORT OUR CLIENTS
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WE PROVIDE EFFECTIVE MANAGEMENT FOR CLIENTS WISHING TO GROW OR SAFEGUARD THEIR WEALTH.
Our investment services include, structured products, ISAs, open-ended investment companies, portfolio management, and property.
Financial Planning
TECHNICAL AND PROFESSIONAL ADVICE, DELIVERED BY OUR AWARD-WINNING TEAM
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MATTIOLI WOODS PROVIDES A FULL FINANCIAL PLANNING SERVICE FOR THOSE CLIENTS WHO WISH TO HAVE THE VERY BEST.
Developing a close working relationship is key and therefore the first step is normally to hold a meeting on a no-obligation basis.
Flexible Benefits
Attract the best staff and deliver benefits that your entire workforce will understand and appreciate.
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Deliver benefits your entire workforce will understand and appreciate
The Mattioli Woods flexible benefits schemes are designed to attract the best staff and deliver benefits your entire workforce will understand and appreciate.
Financial Education
Guidance and resources to support your employees' financial wellbeing.
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Financial education is an important part of your employee benefits package
We can work with you to cover savings, investments, and retirement planning. An employee assist line can enhance this and ensure your staff have someone to talk to about budgeting and debt counselling.
Healthcare
Tailored healthcare strategies from the leading providers of corporate healthcare.
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Employers are becoming much more aware of the impact an employee’s personal life can have on the duties they perform at work.
An employee worrying about their health, or the health of a partner or child, or financial problems can cause them stress and in some cases, lead to them taking time off.
General News
Keep up to date with all the latest news from Mattioli Woods
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Mattioli Woods announces the acquisition of the Exempt Property Unit Trust (EPUT) business of BDO Northern Ireland
We are delighted to announce the acquisition of the Exempt Property Unit Trust (EPUT) business of BDO Northern Ireland. ...
Events
Come and see us at one of our nationwide events
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Social News
Creating a landscape to recruit, retain, and engage
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Employee Benefits Insight Report
Download your copy today! This report encapsulates the diversity of employees across both qualitative and quantitative measures, asking the questions of ...
Latest Events
Investment Markets – a briefing brought to you by Mattioli Woods - 12 January
Date: Tuesday 12 January 2021; Time: 11:10am-12:00pm
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PROFILE1 – New Walk Business Network
Our intention is to resume face to face meetings in 2021 when our business community is in a position to do ...
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Leicester Tigers - Business Club
One virtual event and Two lunch events; Cost: £125pp + VAT
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Latest News
Mattioli Woods announces the acquisition of the Exempt Property Unit Trust (EPUT) business of BDO Northern Ireland
We are delighted to announce the acquisition of the Exempt Property Unit Trust (EPUT) business of BDO Northern Ireland. ...
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Mattioli Woods’ Business Development Manager, Suz Everitt, wins Wellbeing award
The last twelve months have been tough for individuals and businesses alike, with the impact on our mental health being harder ...
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Latest Mattioli Woods trading update shows total client assets in excess of £10 billion
Mattioli Woods celebrates its 30 years of business with a reassuring trading update in advance of the interim results for the ...
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Latest Articles
Lockdown 3.0 : Supporting Employee Wellbeing
So here we are again, nationwide lockdown and most of us instructed by the authorities to stay in and work from ...
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New Year ‘Financial’ Resolutions by Adrian Firth
January is commonly the longest month that salaried employees have to cope before a pay day occurs. It is also ...
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As cases of long Covid continue to grow Ed Watling looks at ways it can affect the workplace environment
I know it is a very much overused word, but I think we can all agree that many of the events ...
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GUIDANCE FOR LIFE
View our interactive illustration on how we can support you, your business and family throughout your life.
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Why Mattioli Woods?
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About us
A 21st century financial services business
A profitable and highly regarded financial Group
Integrated wealth management services, embracing pension consultancy and personal investment
A comprehensive range of employee benefits services
A tailored and innovative approach to advice
High levels of satisfaction, retention, and referrals
A business our clients are proud to be a part of and our people are proud to work for
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