about
About Mattioli Woods

ABOUT MATTIOLI WOODS

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

Welcome to Mattioli Woods
Mattioli Woods is a leading UK provider of wealth management and employee benefits, with offices in Aberdeen, Buckingham, Glasgow, Leicester, London, Manchester, Newmarket, Preston, and Solihull, growing both organically and by acquisition to deliver strong, sustainable shareholder returns over the long term. We administer over 6,000 clients and hold £7.5 billion of assets. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a personalised delivery.

We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team.

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 (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.

We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’

Find out more in our new Introducing Mattioli Woods brochure.
Our History
 
  • 1991
  • Mattioli Woods Pension Consultants Formed
  • 1992
  • Initiated graduate recruitment model
  • 1993
  • The 2nd in the UK for new SSAS instructions
  • 1995
  • Launched the Mattioli Woods sponsored self-invested personal pension scheme (SIPP)
  • 1997
  • £1m turnover exceeded
  • 1998
  • First graduate recruit qualified as a consultant
  • Moved to larger offices in Leicestershire
  • 2002
  • Launched syndicated property investment initiative
  • 2003
  • Mattioli Woods Pension Consultants Limited incorporated
  • 2005
  • Admission to AIM
  • Moved to Grove Park, Leicester
  • First acquisition; the Geoffrey Bernstein portfolio
  • 2006
  • Developed structured product initiative
  • Acquired Suffolk Life SSAS portfolio
  • 2007
  • Ian Mattioli and Bob Woods jointly won AIM Entrepreneur of the year
  • Funds under trusteeship exceeded £1bn
  • Acquired Pension Consulting Limited
  • 2008
  • Turnover exceeded £10m
  • Acquired the JB Group
  • 2010
  • Winners of the Leicester Business Awards 2010: Success Through People
  • Launched the Shariah SIPP
  • SSAS/SIPP portfolio exceeded 3,000 schemes
  • Acquired CP Pensions
  • Appointed to operate The Freedom SIPP
  • Acquired City Trustees and London office
  • 2011
  • Acquired Kudos, an employee benefits consultancy
  • 20th anniversary
  • 2012
  • Appointed to operate The Pilgrim SIPP
  • Assets under advice and administration exceed £3bn
  • Turnover exceeded £20m and portfolio management service launched
  • 2013
  • Recognised as one of Leicestershire’s top 200 companies
  • Appointed to operate HD SIPP
  • Acquired Ashcourt Rowan plc pension administration business
  • Acquired Atkinson Bolton Consulting
  • Assets under advice and administration exceed £4bn
  • 2014
  • Launch of Custodian REIT plc on the main market of the London Stock Exchange
  • Kudos Financial Services and Atkinson Bolton Consulting change name to Mattioli Woods plc
  • Acquired UK Wealth Management pension business
  • 2015
  • Acquired Torquil Clark pension business
  • Acquired Boyd Coughlan Ltd
  • Acquired Taylor Patterson
  • Claimed top spot on the Insider league table of Midlands SMEs
  • Ranked no.1 on PAM’s top 10 fastest growing managers by % over 3 years
  • Turnover exceeded £30m
  • Assets under advice and administration reach £6bn
  • Acquired Lindley Group Ltd pension business
  • 2016
  • Won best wealth management adviser award at Money Marketing awards
  • Acquired Maclean Marshall Healthcare
  • New three-year sponsorship of rugby giants, Leicester Tigers
  • Wins Leicester Mercury 25 years of business excellence award
  • Raised over £80k for national charity Breast Cancer Now
  • Turnover exceeded £40m
  • Acquired MC Trustees
  • Mattioli Woods rated ‘A’ in financial stability table
  • Launched new Mattioli Woods website
  • Opened new Manchester office
  • Launched new Structured Products Fund website
  • 2017
  • Ian Mattioli and Bob Woods awarded MBEs
  • First series of educational films released
  • Launched first Remote Year programme
  • Interim results announced
  • Assets under advice and administration exceed £7.5bn
  • Acquired 49% stake in Amati Global Investors Limited
  • Investors in People Accreditation until 2019
OUR CLIENTS
Our clients come from many walks of life, including owner-managers, senior executives, people from a wide range of professions, retired people, and in respect of our employee benefit division, small to medium-sized plcs and other SMEs.

Our Award-Winning Services
Award 1

London Stock Exchange

1,000 Companies to Inspire Britain
Pensions Age Awards

Pensions Age Awards

Shortlisted: Pensions Consultancy of the Year
Moneyfacts2017

Moneyfacts Star Rating

Five-star SSAS rating for 2017
IIP

Investors in People

Investors in People accreditation until 2019
leicestershire

LBAs

Success Through People Award
PAM

PAM

50 Most Influential 2016
Leicester Mercury Community Award

LEICESTER MERCURY

Contribution to the Community
Best Wealth Management Adviser

Money Marketing Awards

Best WM Adviser
Investment Adviser

Money Marketing Awards

Highly Commended Best Investment Adviser

Our Previous awards

2017 | Investors in People Accreditation until 2019
2017 | Ian Mattioli and Bob Woods awarded MBEs
2017 | Moneyfacts five-star SSAS rating for 2017
2016 | Finalist in the Investment Life & Pensions Moneyfacts Awards 2016 for Retirement Adviser of the Year
2016 | Finalist in the Investment Life & Pensions Moneyfacts Awards 2016 for Best SSAS Provider
2016 | Money Marketing Awards Best Wealth Management Adviser
2016 | Money Marketing awards Best Investment Adviser
2016 | Finalist in the Leicester Mercury Business Awards, Contribution to the Community
2016 | Shortlisted in the PAM 50 Most Influential 2016
2015 | Shortlisted for the Pensions Consultancy of the Year at the Pensions Age Awards
2015 | Bob Woods won Lifetime Achievement award at the Leicester Mercury Business Executive of the Year Awards
2015 | Ranked no.1 on PAM’s top 10 fastest growing managers by % over 3 years
2015 | Claimed top spot on the Insider league table of Midlands SMEs
2014 | Retirement Planner Awards 2014, Winner
2014 | Health Insurance Awards 2014, Intermediary Awards, Shortlisted
2014 | Newly Qualified Adviser Award, Financial Adviser Life & Pensions Awards
2014 | Best Tax and Long Term Savings Adviser, Money Marketing Awards*
2014 | Defaqto 5 Star Rating, Ashcourt Rowan SIPP & City Private Pension – City Trustees
2013 | Investors in People Accreditation
2013 | Defaqto 5 Star Rating, City Private Pension – City Trustees
2013 | Investment Adviser of the Year, Money Marketing Financial Services Awards*
2013 | Retirement Adviser of the Year – Highly Commended, Investment Life & Pensions Moneyfacts Awards
2013 | Best Company ‘One to Watch’
2013 | Best SSAS provider – Commended, Investment Life & Pensions Moneyfacts Awards
2012 | Best SSAS provider – Commended, Investment Life & Pensions Moneyfacts Awards
2012 | Best Investment Adviser, Moneyfacts Good Advice Awards*
2012 | IFA of the Year, Money Marketing Financial Services Awards*
2012 | Best Short Term Investment Strategy – Highly Commended, Treasury Today, Adam Smith Awards, Best Practice & Innovation
2012 | Best MME/SME Treasury Solution – Winner, Treasury Today, Adam Smith Awards, Best Practice & Innovation
2011 | Best Investment Adviser – Highly Commended, Moneyfacts Good Advice Awards*
2011 | Investment Adviser of the Year, Money Marketing*
2010 | Leicestershire Business of the Year Award, Leicestershire Business Awards
2010 | Success Through People Award, Leicestershire Business Awards
2009 | Due Diligence Provider of the Year Award – Winner, ACQ Global Pensions and Actuarial**
2008 | Due Diligence Provider of the Year Award – Runner-up, ACQ Global Pensions and Actuarial**