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Mattioli Woods plc


We are one of the UK’s leading providers of wealth management and employee benefit services, advising over 6,000 clients with assets under management, administration and advice in excess of £5 billion.

With offices in Leicester, London, Aberdeen, Glasgow and Newmarket, we can offer a high quality service to clients nationwide who are looking for an experienced and reliable wealth manager in the financial services industry.

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

We provide integrated services for individuals, embracing pension consultancy, with a strong specialism in self-invested personal pension schemes and small self-administered pension schemes; personal investment and estate planning. For corporate clients, we provide a comprehensive range of employee benefits services.

Our principal services include:

In the last 23 years, we have grown dynamically year-on-year and became a public company following our listing on the AIM market of the London Stock Exchange in November 2005. Founded on a strong culture of client care, our core services are targeted towards controlling directors, professional persons, owner-managed businesses and small to medium-sized PLCs that require the expert support of a wealth manager.

The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach to financial advice. There is a genuine focus on providing the highest level of personal advice and maintaining close relationships with all clients, which has led to high levels of satisfaction, retention and referrals.

We look forward to working with you.

Latest News

27 Feb 2015

Health cash plans – Employee Benefits’ best kept secret?

26 Feb 2015

Mattioli Woods launches new global employee benefits video

Latest News

Upcoming Events

24 Feb 2015

Osborne’s Pension Odyssey (Knutsford) – are you prepared for 6 April 2015?

Date: 24 February 2015
Event type: Seminar for CEO’s, owner-managers, executives, people nearing or in retirement
Venue: Knutsford – The Mere Golf Resort, WA16 6LJ
Time: 8.00am – 10.30am
Cost: Free

Mattiolio Woods PLC Events