Mattioli Woods is one of the UK’s leading providers of pension consultancy and wealth management services. We employ over 250 staff throughout our Leicester, London, Aberdeen and Glasgow offices, administer over 2,900 SIPP schemes and 1,400 SSAS schemes and hold over £3.02 billion of assets under advice and administration.
By building long term client relationships, our aim is to provide trusted advice, high service standards and personalised delivery. 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.
Our principal functions, include:
- Self-invested personal pension schemes (SIPP)
- Small self-administered schemes (SSAS)
- Employee benefits
- Personal wealth management
We provide our clients with an all-embracing and holistic approach 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 and small self-administered schemes, 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.