Whilst our roots lie in pension consultancy, wealth management in its broadest sense has always been a key focus. Conflicting financial demands of a short and long-term nature mean that great care needs to be taken in developing a balanced approach to wealth management. In offering distinct and focused pension investment services, our management of clients’ wealth can inevitably widen to involve strategic planning in relation to personal assets, and to facilitate ancillary advisory services on a range of areas including taxation, overseas pensions (QNUPS, QROPS) and estate planning.
In managing our clients’ wealth, we aim to remain impartial and deliver investment strategies through a tightly controlled but diverse portfolio of investment instruments, truly permitting proactive ongoing management in ever-changing investment markets.
Mattioli Woods has in-house expertise to provide wealth management and client specific pension strategies, looking carefully at the need for income and asset preservation for both personal and pension fund assets. Click here for more details.
Our innovative investment products support our clients’ strategies and include the following:
Investment Products, Asset Classes and RiskThe Investment Products, Asset Classes and Risk Guidance Booklet, is designed to introduce the various investment products and asset classes that Mattioli Woods can advise on. Investment markets can move quickly and it is important clients understand the type of investment product they have invested in as well as the asset class and associated risks. The guidance booklet does not provide advice but is designed to help clients, with advice from one of our consultants, make a more informed decision. The booklet includes a range of subjects, including cash deposits, equities, bonds, property and structured products. To view the Investment Products, Asset Classes and Risk Guidance Booklet, please click here . Alternatively clients can request a hard copy here.
Retirement OptionsThe Retirement Options Guidance Booklet aims to provide useful information about the various options available to clients and although it does not provide advice, it is designed to help clients, with advice from one of our consultants, make a more informed decision. Subjects covered in the booklet also include standard life allowance, tax-free lump sum, pension income, annuities, drawdown options, etc. To view the Retirement Options Guidance Booklet, please click here. Alternatively clients can request a hard copy here.
Take a look at the following personal wealth case study: