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| Additional information |
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| Mattioli Woods plc |
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Profile:
Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services.
We employ over 400 staff throughout our Leicester, London, Aberdeen, Glasgow and Newmarket offices, administer 6000 clients and hold over £5 billion of assets under management, administration and advice.
By building long-term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery.
With a clear and focused business strategy, we provide integrated wealth management services, incorporating pension consultancy with a strong focus on self-investment and employee benefits.
Our wealth management services embrace pensions and personal investment, coupled with estate planning.
What we do
Our principal functions, include:
• Wealth management
• Employee benefits
• Pensions – including SIPP and SSAS
We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for our clients’ financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently, regular updates and review meetings are central to our communication process, to give reassurance.
Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.
We have decided that the ‘restricted advice’ route is most suitable for our discretionary fund management (DFM), SIPP and SSAS services which we provide to you. This is because our investment managers and consultants/administrators are specialists in these areas of advice and management.
We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own DFM, SIPP and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’
Mattioli Woods plc is committed to ensuring that the principles of Treating Customers Fairly set by the Financial Conduct Authority (FCA) are applied with integrity throughout all aspects of our business. |
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Overview:
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:
Wealth management
Employee benefits
Pensions
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. |
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