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Board Members

BOARD
  • Joanne Lake
    Joanne Lake
    Non-Executive Chairman
  • Ian Mattioli
    Ian Mattioli MBE
    Chief Executive Officer
  • Anne Gunther
    Anne Gunther
    Non-Executive Director
  • Carol
    Carol Duncumb
    Non-Executive Director
Bob Woods
Bob Woods

LinkedIn

Chairman

Bob has over 30 years’ experience in investment planning and also chairs the Group’s Investment Committee. Bob has been key to the development of Mattioli Woods’ investment ethos, believing that sound strategies need to avoid the ‘noise’ of the immediate and instead be based on an in-depth understanding of the long-term economic outlook.

Bob founded Mattioli Woods in partnership with Ian Mattioli in 1991. He is responsible for developing Group strategy and identifying new growth areas.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Carol Duncumb
Carol Duncumb

Non-Executive Director

Carol has 30 years' experience working in consumer-related companies and over the last five years has focused on online transactional companies to gain greater experience of changing consumer behaviours. Previously, Carol was the Chief Executive of Intimas plc and Managing Director of Wolsey Limited and has a strong understanding of managing businesses. More recently, her activities have included business angel investing into online consumer businesses. She manages a portfolio of investments, while mentoring management teams.
  • Workplace savings
  • Flexible benefits
  • Global solutions
  • Healthcare
  • DUE Diligence
  • Risk Benefits

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Alan Fergusson
Alan Fergusson
Age 45

Managing Director Employee Benefits

Alan is responsible for the strategy and development of employee benefits within the Mattioli Woods Group, continuing the role he started within Kudos Financial Services Limited, prior to its acquisition in 2011. Alan has worked in the financial services industry since 1989 and has spent the last 17 years now advising corporate clients on their employee benefits design, structure, implementation and ongoing administration.

Alan also sits on the board of the World Broker Network, representing both the UK and employee benefits on the global network.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Ian Mattioli
Ian Mattioli MBE

Chief Executive Officer

Co-founded Mattioli Woods in 1991
Tenure at Mattioli Woods: 29 years

Brings to the Board
  • 35+ years’ experience in financial services, wealth management and property businesses
  • Co-founded Mattioli Woods, with Bob Woods, in 1991
  • Vision and strategy
  • Development of investment proposition
  • Founder of Custodian REIT plc

Accreditations
  • Awarded an MBE for services to business and the community in 2017
  • LSE AIM Entrepreneur of the Year Award, 2008
  • CEO of the Year Award, City of London Wealth Management Awards, 2018
  • Awarded Honorary Degree (Doctor of Laws), University of Leicester

External appointments:
  • Non-Executive chairman of K3 Capital Group plc
  • Non-Independent Director of Custodian REIT plc

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Carol Duncumb
Carol Duncumb

Non-Executive Director

Carol has over 35 years’ experience working in consumer-related companies and over the last 10 years has focused on online transactional companies to gain greater experience of changing consumer behaviours. Previously, Carol was the Chief Executive of Intimas plc and Managing Director of Wolsey Limited and has a strong understanding of managing businesses. More recently, her activities have included business angel investing into online consumer businesses. She manages a portfolio of investments, whilst advising successful entrepreneurs and management teams on developing their businesses.

As part of her Non-Executive role, Carol currently chairs Mattioli Woods’ Remuneration Committee.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Joanne Lake
Joanne Lake

Non-Executive Chairman

Appointed to the Board: 2012
Non-Executive Chairman: 2016
Tenure at Mattioli Woods: 8 years

Brings to the Board
  • 30+ years’ experience in accountancy and investment banking

Previous roles
  • Panmure Gordon
  • Evolution Securities
  • Williams de Broë
  • Price Waterhouse

Accreditations
  • Chartered Accountant
  • Fellow of the Chartered Institute for Securities & Investment (“CISI”)
  • Fellow of the Institute of Chartered Accountants in England and Wales (“ICAEW”)
  • A member of the ICAEW’s Corporate Finance Faculty

External appointments
  • Deputy chairman of Main Market-listed Henry Boot plc
  • Non-Executive Director of Gateley (Holdings) plc
  • Non-Executive Director of Morses Club plc

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Mark Smith
Mark Smith
Age 46

Chief Operating Officer

Mark joined Mattioli Woods in 2000, after gaining 12 years' experience in the financial services industry with a large insurance company, a small IFA firm, and specialist SSAS and SIPP consultancies.

As the Group's Compliance Officer, he is responsible for liaison with the FCA on all regulatory issues. Mark has responsibility for all the day to day operations of the Group including systems, compliance, recruitment and service delivery to our clients.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Anne Gunther
Anne Gunther

Non-Executive Director

Appointed to the Board: 2016
Tenure at Mattioli Woods: 4 years

Brings to the Board
  • 40+ years’ experience in retail financial services
  • Wide Executive experience from lending to wealth management
  • FTSE 100 IPO experience
  • M&A experience

Previous roles
  • Managing Director – Direct, Lloyds TSB
  • Chief Executive, Standard Life Bank
  • Chief Executive, Standard Life Healthcare
  • Member of group Executive, Standard Life
  • Founding Director, Standard Life Wealth
  • Chair, Warwick Business School

Accreditations
  • Honorary doctorate, Edinburgh University
  • Chartered Banker
  • MBA, Warwick Business School
  • BSc Hons Physics, Nottingham University

External appointments
  • Non-Executive Director of Masthaven Bank Limited
  • Director of Water Plus Limited group (a jointly-owned subsidiary of United Utilities plc and Severn Trent plc)

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Carol
Carol Duncumb

Non-Executive Director

Appointed to the Board: 2014
Tenure at Mattioli Woods: 6 years

Brings to the Board
  • 35 years in brand building consumer-related companies
  • Successful management buyout experience
  • 12 years’ experience in online transactional companies
  • Executive management of businesses
  • Business angel and portfolio management
  • Advising successful entrepreneurs and management teams

Previous roles
  • Chief Executive of Intimas plc
  • Managing Director of Wolsey Limited

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.
Anne Gunther
Anne Gunther

Non-Executive Director

Appointed to the Board: 2016
Tenure at Mattioli Woods: 4 years

Brings to the Board
  • 40+ years’ experience in retail financial services
  • Wide Executive experience from lending to wealth management
  • FTSE 100 IPO experience
  • M&A experience

Previous roles
  • Managing Director – Direct, Lloyds TSB
  • Chief Executive, Standard Life Bank
  • Chief Executive, Standard Life Healthcare
  • Member of group Executive, Standard Life
  • Founding Director, Standard Life Wealth
  • Chair, Warwick Business School

Accreditations
  • Honorary doctorate, Edinburgh University
  • Chartered Banker
  • MBA, Warwick Business School
  • BSc Hons Physics, Nottingham University

External appointments
  • Non-Executive Director of Masthaven Bank Limited
  • Director of Water Plus Limited group (a jointly-owned subsidiary of United Utilities plc and Severn Trent plc)

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is 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 £9.3 billion. With offices in Aberdeen, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, Preston, Belfast and Birmingham it aims to provide trusted advice, high service standards and personalised delivery.