Mattioli Woods | Welcome

We are one of the UK’s leading providers of pension consultancy and wealth management services, advising over 6,000 clients with assets under advice and administration in excess of £3.5 billion. 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 principle services include:

• Self-invested personal pension schemes (SIPP)
• Small self-administered schemes (SSAS)
• Employee benefits
• Personal wealth management

In the last 20 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.

The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach. 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.