"A 21st century financial services business, built with expertise, integrity, and delivered with passion"
"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 IN EXCESS OF £8.3 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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Investment Line: Market Update – May 2018
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication provides an update on funds, highlights some ...
Events
Come and see us at one of our nationwide events

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Colmore Breakfast Club - Birmingham
Date: Wednesday 13 June 2018; Event type: Breakfast networking event; Venue: & More Coffee House, The Colmore Building, Birmingham; Time: 7:45am – 9:30am; Cost: £5; ...
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

Accountex London 2018
Date: 23-24 May 2018; Event type: Conference; Venue: ExCeL London, Royal Victoria Dock, 1 Western Gateway, London, E16 1XL; Cost: Free
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IFA Huddersfield Conference 2018
Date: Thursday 8 November 2018; Time: 9:00 to 16:30; Event type: Exhibition; Venue: The John Smith Stadium, Stadium Way, Huddersfield, West Yorkshire HD1 6PG; Cost: ...
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IFA Birmingham Conference 2018
Date: Wednesday 10 October 2018; Time: 9:00 to 16:30; Event type: Exhibition; Venue: IET Birmingham, Austin Court, 80 Cambridge St, Birmingham B1 2NP; Cost: Various ...
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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

Find out more

"A 21st century financial services business, built with expertise, integrity, and delivered with passion"

"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 IN EXCESS OF £8.3 BILLION.

AWARD-WINNING FINANCIAL SERVICES GROUP

Pensions

At Mattioli Woods, we can proudly claim to be a leader in the field of pension consultancy and administration.

Investments

WE PROVIDE EFFECTIVE MANAGEMENT FOR CLIENTS WISHING TO GROW OR SAFEGUARD THEIR WEALTH.

Financial Planning

MATTIOLI WOODS PROVIDES A FULL FINANCIAL PLANNING SERVICE FOR THOSE CLIENTS WHO WISH TO HAVE THE VERY BEST

Flexible Benefits

Deliver benefits your entire workforce will understand and appreciate

Financial Education

Financial education is an important part of your employee benefits package

Healthcare

Employers are becoming much more aware of the impact an employee’s personal life can have on the duties they perform at work.

General News

Events

Social News

About us

Proud official partners of

AWARD-WINNING FINANCIAL
SERVICES GROUP