Our strategy
A platform for sustainable growth

Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services, with total assets under management, administration and advice of £9.3bn.  We put our clients at the core of everything we do, with the objective of growing their assets and giving them control and understanding of their overall financial position. At the same time, we are growing our business, both organically and by acquisition, to deliver strong, sustainable shareholder returns over the long term.

Our focus is on holistic planning and providing the highest levels of personal service, maintaining very close relationships with all our clients. Our key drivers are:

  • Our desire to maintain long-term relationships and deliver great outcomes for our clients
  • Proactively anticipating our clients’ needs to deliver on their expectations
  • Investing in our people and technology to service greater business volumes at a lower cost
  • Profitably sharing knowledge and ideas between ourselves and others
  • The development of our market standing through the integrity and expertise of our people
  • Being proud of our charitable and community spirit, supporting staff and local and national charities
  • Extending our range of products and services, seeking to attract new clients both organically and via strategic acquisitions

We plan to continue developing complementary services around our core specialisms, blending advice, investment and asset management with product provision to progress as a 21st century financial services business aligned to our clients' needs, producing great client outcomes and lowering costs.

To view our business model and strategy, please refer to page 12 and 13 on the 2019 Annual Report.
A word from our clients...

"The technical knowledge is excellent; I have never asked a question they did not immediately know the answer to.

- Peter Waterfield ACII APFS, P W Financial Management Limited

"I would like to thank you for the excellent service you have provided over the last few years."

"We are extremely impressed with your organisation and have been absolutely delighted with the way you have looked after us."

"As always, you’re ahead of the game. Thank you for your efficiency and professionalism!"

"With Mattioli Woods we achieved more in one meeting than we did in three years with a previous provider."