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.


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  • Pensions

    Core to our product offering is a professional and personalised service

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    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.

    Pensions

    Investments

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

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    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.

    Investments

    Financial Planning

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

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    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