From the young entrepreneur in the early stages of their career, to the retired property developer couple with a combined wealth of more than £20 million, Mattioli Woods is here to help and support our clients in protecting and growing their finances to meet their aims and ambitions.

The same applies to the directors and managers of companies – whether they sit at the helm of an internationally head-quartered business opening offices in the UK or a developed company with offices across multiple sites, we support their individual requirements as well as helping them create the right benefits package for their employees.

Whatever the situation, we provide our clients with a consistent all-embracing approach, designed to develop a clear strategy supported by sound investment initiatives and a long-term perspective. 

Employing more than 1,200 people, Mattioli Woods continues to forge ahead with its plans for growth and expansion. We will always be proud of the fact our clients, individual or corporate – are the very reason we do what we do. 

Our principal services include: 

Wealth Mnagement 

pensions, investments, financial planning and protection 

Employee Benefits

pensions, flexible benefits, healthcare, financial education 

Asset Mnagement 

multi-asset portfolio management and tax strategies 

Property Fund Management 

real estate investment trust, syndicated property and property insurance 

Professional Adviser Services 

SIPP, SSAS and trustee services