WE ARE ONE OF THE UK’S LEADING PROVIDERS OF WEALTH MANAGEMENT AND EMPLOYEE BENEFIT SERVICES, ADVISING OVER 6,000 CLIENTS WITH ASSETS UNDER MANAGEMENT, ADMINISTRATION, AND ADVICE IN EXCESS OF £7.5 BILLION.

  • We employ over 500 staff
  • Throughout our 9 locations
  • £7.5 billion
  • 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.

    Pensions

    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.

    Investments

    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.

    Financial Planning
  • 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.

    Flexible Benefits

    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.

    Employee Engagement

    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.

    Healthcare
  • General News

    Keep up to date with all the latest news from Mattioli Woods

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    news

    Events

    Come and see us at one of our nationwide events

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    WEALTH MANAGEMENT LATEST NEWS

    Social News

    Creating a landscape to recruit, retain, and engage

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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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Mattioli Woods

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 benefit 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 feel proud to work for
Client Satisfaction Rating of over 98