Wealth Management
We are one of the UK’s leading providers of wealth management and employee benefits, advising over 6,000 clients, with assets under management, admin and advice in excess of £7.5 billion.
With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull, and Manchester, we offer a quality service to clients nationwide who are looking for an experienced and reliable wealth manager.

By building long-term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery.

Download Newsletter
  • Pensions

    Core to our product offering is a professional and personalised service

    Find out more
    Pension planning cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income.

    At Mattioli Woods, we can proudly claim to be a leader in the field of pension consultancy.



    We offer a number of innovative investment products and services to support our clients

    Find out more
    We provide effective management for clients wishing to grow or safeguard their wealth.

    Our investment services include, structured products, ISAs, open-ended investment companies, portfolio management, and property.


    Financial Planning

    Technical and professional advice, delivered by our award-winning team

    Find out more
    Mattioli Woods provides a full financial planning service for those clients who wish to have the very best

    Developing a close working relationship is key and therefore the first step is normally to hold a meeting on a no-obligation basis.

    Financial Planning
A word from our clients...

"I was impressed by the proactive approach of Mattioli Woods which enabled me to optimise my pension funds."

- Clive Jackson, CEO, Victor

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

- David Weidenbaum, Managing Director, Baum Trading

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

- Stewart Elliott

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

- Mike Scally

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

- Carl Jarvis, Managing Director, Newmarket Plant Hire Ltd

"I was a GP who had to retire early due to ill health, and my wife and I would recommend anyone who requires advice in managing their finances in retirement to put their trust in this firm."

- Dr. and Mrs. M

"In view of the treatment we have received, we would recommend anyone to use the services of Mattioli Woods to handle their financial affairs."

- Mr and Mrs H

"Mattioli Woods are a people-orientated company and their values of integrity, honesty, expertise, attention to detail, and knowing/understanding their clients are ones that I have personally experienced, and ones I relate to. I would commend the MW team to others for financial planning and wealth management."

- Private Client, Aberdeen

"I have been delighted with the services we have received from the wealth management team. The delivery, performance, and personalised service, together with a solution-driven approach has exceeded our expectations."

- Murray Strachan, Chief Executive, Albyn Ventures

"Mattioli Woods provide advice which is unbiased, tax-efficient, and tailor-made, whilst balancing the seriousness of a business relationship with a sense of humour."

- DB

"Mattioli Woods have faultless execution. Along with their personal touch, they have strong corporate and personal values. I am completely satisfied with the service Mattioli Woods provides. I trust the people who work in the company to take the right decisions on my behalf."

- Mr A

"It is just wonderful to have you looking after my finances and that they are doing so well. You are so reassuring that my life can continue this happily."

- Private Client, Leicester

"Mattioli Woods has provided me with a solid platform for the future, a clarity of where I will be financially over the coming years – you cannot put a price on this – it provides a great deal of peace of mind."

- Liz Woods, Commercial Director, Nestlé