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As a specialist wealth management company, we provide retirement and pensions planning advice and support services including trusteeship, administration, consultancy and investment advice.

We are a leader in the provision of self-invested personal pension (SIPP) and small self-administered pension scheme (SSAS) arrangements – these are often central to life planning strategies. In fact, we were one of the first providers to offer SIPPs in the UK, with our technical expertise, long-standing reputation and expansion in the market leading us to surpass our competitors.

We provide:
  • a simple and transparent fee structure
  • access to a choice of investment portfolios according to your risk appetite
  • detailed performance updates
  • regular communications on investment strategy and portfolio adjustments
We maintain our technical edge through our in-depth understanding of UK pension legislation, which translates into meaningful advice given to clients by our team of financial advisers. We have a dedicated technical team whose responsibility is to deal with complex and challenging technical information and provide solutions.

Our pension schemes are managed by a team of two – the financial adviser/pension consultant and a dedicated client relationship manager. This integrated style of management ensures a bespoke service, personalised for you.

Through this, we aim to help you:
  • build a pot of money in a tax-efficient manner to provide you with an income in retirement
  • access flexibility in a broad range of investment opportunities
  • dovetail pension and business interests where appropriate
  • create the right structure to enhance the potential of pension assets owned by the scheme
  • access the flexible taking of benefits upon retirement

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Pension freedoms two years on
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."