Mattioli Woods plc

Mattioli Woods plc

Mattioli Woods plc provides integrated wealth management services, embracing pension consultancy and personal investment.

Telephone: 01638 564 230
Address: Cheveley House, Fordham Road, Newmarket
Postcode: CB8 7XN
Country: United Kingdom
Membership type:Corporate 21-50 (£500+VAT pa)

For corporate clients we provide a comprehensive range of employee benefits services.  Widely recognised as a market leader in self-administered and self-invested pension arrangements, our aim is to provide trusted advice, high quality service standards and personalised delivery, against the backdrop of long-term client relationships.

We employ over 370 staff throughout our Aberdeen, Glasgow, Leicester, London and Newmarket offices and hold over £4 billion of assets under advice and administration.

Our principal services include:

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

Don't keep all your eggs in one basket!

For many years it has been my belief that when investing, no single asset class, and certainly no single geographical area (equities), is best from one year to another, let alone from one economic period to another.

A Beginner's Guide to Flexible Benefits

David Thurlow, Atkinson Bolton Consulting Ltd
This guide is designed to give an overview of Flexible Benefits and the practical issues facing companies thinking about taking the plunge.

Implementing a Flexible Benefit plan

generally succeed where the communication of the new plan is effective and the technical delivery of the new benefit structure runs smoothly.

Learn about small self-administered schemes (SSAS) in 60 seconds

Mattioli Wood's Wealth Management Director, Alex Brown, provides a 60-second overview of small self-administered schemes (SSAS) in the second of the firm's brand new series of educational videos.

17 February 2017Read in full

Seminar explores 'Model financial planning in the modern financial world'

There has never been a better time to plan for the future. Mattioli Woods invites you to a complimentary seminar at the Moller Centre, Cambridge, on Wednesday 15 March 2017, to help you understand how to make the most of your money.

10 February 2017Read in full

Leicester Tigers Chief Exec Simon Cohen (left) with Ian Mattioli

Mattioli Woods agrees sponsorship deal with rugby giants

Leading wealth and employee benefits management business, Mattioli Woods plc, is strengthening its brand with the announcement of a three-year deal with rugby giants, Leicester Tigers.

26 July 2016Read in full

Ian Goodchild, Investment Mgr, Mattioli Woods accepts the award.

Mattioli Woods win Best Wealth Management Adviser award

Leading wealth management and employee benefits provider, Mattioli Woods plc, has been awarded Best Wealth Management Adviser at the Money Marketing awards 2016.

29 June 2016Read in full

Anne Gunther

Mattioli Woods appoints Director to Executive Board

Mattioli Woods plc, one of the UK’s leading wealth management and employee benefits businesses, is pleased to announce the appointment of Anne Gunther to the board as Non-Executive Director with immediate effect.

15 June 2016Read in full

Sarah Thi, Investment Operations Manager, Mattioli Woods

Mattioli Woods Investment Operations Manager wins 'Exceptional Performance' award

The City of London Wealth Management Awards recognises the quality of service from the very best wealth management companies and individuals. Mattioli Woods was shortlisted in four categories and was delighted when its Investment Operations Manager, Sarah Thi, won the ‘Mudlark Award for Exceptional Performance’ at a gala dinner at The Guildhall in London.

19 April 2016Read in full

Getting old: has pension simplification worked?

"This week I was made to feel old..." says Karena Woodall, Wealth Management Consultant at Mattioli Woods.

18 April 2016Read in full

Are your employee benefits costing you more than others in your industry?

Calling all employers in the Life Science, Pharmaceutical and Biotech industries. Does your employee benefits package attract the best people? Are your employee benefits costing you more than other businesses in your industry?

17 February 2016Read in full

Ian Mattioli, Chief Executive of Mattioli Woods

Mattioli Woods takes on cycling challenge to raise funds for breast cancer

Wealth Management and Employee Benefits business, Mattioli Woods plc, has launched a week-long cycling challenge in support of national charity Breast Cancer Now, its first national charity.

25 September 2015Read in full

Ian Mattioli, Chief Executive of Mattioli Woods

Mattioli Woods acquires Lancashire firm Taylor Patterson

Mattioli Woods plc, the specialist wealth management and employee benefits business, has welcomed Taylor Patterson to its group. Mattioli Woods is one of the UK’s leading providers of pension consultancy and wealth management services and its purchase of the Preston-based firm (as of 9 September 2015) adds to its existing network of offices which includes Aberdeen, Buckingham, Glasgow, Leicester, London and Newmarket.

10 September 2015Read in full

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