Professional Advisers

Why Mattioli Woods?

Financial strength and the maintenance of adequate resources are important factors when selecting a SIPP provider. It is essential clients are confident their chosen provider will provide a long-term solution and remain in business, avoiding any unnecessary future costs or disruption to client retirement planning.

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

As an independent trustee and pension administrator, we are a well established group, administering more than 8,800 SIPP and SSAS schemes, providing true depth of knowledge and expertise.

Mattioli Woods is committed to providing you with peace of mind. We do not wish to offer any service competitive with your business to your client, nor will we endeavour to entice your client away. We want to develop a great working relationship and become your trusted partner, enabling us to build a successful business together.

In addition to our personalised approach, we also provide information updates to help train and educate your team.

These include:

  • Seminars – to keep you in the loop on changes in pension legislation, and their challenges and opportunities. We are also able to run joint initiatives with you to update your clients, be it at your offices or at a location convenient to you.
  • Newsletters – we publish educational newsletters and e-communications, highlighting up-to-date news on pensions.
  • Exhibitions – we attend exhibitions throughout the year, showcasing our services. We are always on hand to provide information on how we can help you or work with your business.
Why Mattioli Woods is right for you

Mattioli Woods offers fully bespoke SIPP and SSAS products, providing full HMRC investment freedom and high levels of personalised service. We also provide administration-only services.

Client-centric in everything we do.

Financial strength and security with adequate capital resources.

Strong systems and controls for peace of mind.

Named client relationship manager.

Flexible investment choice – all retirement options are available to facilitate true self-investment.

A can-do attitude when dealing with you and your client.

Alternative investments reviewed by technical specialists prior to entering the portfolio.

Expertise in commercial property-related transactions.

Clear, consistent and understandable communications.

Clear and fair ‘pay-for-what-you-use’ approach to charging.

Dedicated technical support to assist with everchanging pensions legislation

We will not encroach on your relationship as adviser to your client.

Supporting your client relationship.

Your relationships with your clients are very important, and by offering a personalised service, we look at the ways we can work with you to enhance and support them.

Personalised and professional

Core to our product offering is our professional and personalised service.

Many volume players in the SIPP market use a systems-based approach which, as a result, lacks client focus. In comparison, we believe we can add real value, and a more personalised approach.

You will be allocated one of our experienced business development managers, who will be your first point of contact for any enquiries.

Developing our relationship

Each partner will also have access to a client relationship manager to deal with the day-to-day administration requirements of their scheme in a proactive fashion.

As well as offering on-going technical support on existing and new legislation, our team is also available to assist with those ‘out of the box’ solutions.

Our flexible service

To ensure IFAs can provide full flexibility within their advice to their clients, we do not operate on panels, instead allowing full access to investments, deposits and providers of professional services.

We also allow alternative investments and direct ownership of property. We will consider all suitable investments and provide interpretation of legislation with the client’s best interests at heart to avoid unnecessary tax charges.
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."