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INTERMEDIARY SERVICES

Accountants and Solicitors

Since 1991, Mattioli Woods has specialised in pension planning, self-investment and wealth management.  Fundamental to our success is the internal structure which enables us to provide a tailored, technical and professional service to our clients but also, most importantly to our introducers.

Your relationship with your client is important and by offering a personalised service, we will look at ways in which we can work with you to enhance and support your existing relationship.  Our professional connections are each allocated one of our experienced consultants who will be your first point of contact for any enquiries.

As well as offering on-going technical support on existing and new legislation, to both existing and new clients, our team are also available to assist with those ‘out of the box’ solutions.  Each consultant will look to work with you to ensure that the ‘pensions’ or ‘wealth’ solution interacts with any planning you already have in place for your client and you can choose how involved you wish to be in this area of the management of your client’s affairs.

Seminars
To keep you updated on the changes in pension legislation as well as the challenges and opportunities that arise from them, we run nationwide seminar programmes aimed specifically for accountants and solicitors. We are also able to run joint initiatives with you to update your clients either at your offices or at a location convenient to you.  Click here to view our seminars.

Newsletters
We publish quarterly educational newsletters written specifically for our professional contacts.  Click here to view the latest edition of Managing Wealth and Pensions.

We also distribute occasional e-communications to professional contacts, highlighting up-to-date news in the areas of wealth, pensions, investments and employee benefits. If you would like to be included on our mailing list, please subscribe here.

Exhibitions
Throughout the year, we attend many exhibitions, showcasing our products and services, from Accountex to general business exhibitions we are always on hand to provide information on how we can help you or work with your business.  Click here to view our exhibitions.

New to Mattioli Woods?
We are committed to developing relationships with accountants and solicitors who may wish to use or promote our services to their existing clients.  If you would like to discuss partnership opportunities, please email us at marketing@mattioliwoods.com and one of our consultants will give you a call or arrange a meeting.

We look forward to hearing from you and building a mutually beneficial relationship!

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