Mattioli Woods

Mattioli Woods is a UK wealth management and employee benefits provider, offering financial advice and investment services to individuals, families, business owners and organisations. The firm says it has supported clients since 1991 and combines whole-of-market independence with personalised guidance shaped around each client’s goals, values and life stage. Its services include financial planning, retirement and pension planning, investment management, tax and estate planning, inheritance and legacy planning, mortgages, lending and protection. Investment options range from model portfolios to bespoke discretionary mandates, alongside private-market and tax-efficient solutions.

For businesses, Mattioli Woods provides owner and corporate financial planning, business protection, exit and succession planning, SSAS and SIPP advice, commercial lending and corporate investment strategies. Its employee benefits offering covers workplace pensions, healthcare and wellbeing, financial wellbeing, flexible benefits, technology, communication and governance support. The company also offers adviser training through its academy, professional partnerships and educational resources, including guides, events, insights and financial planning tools.