meet the team banner

Board Members

BOARD
  • Joanne Lake
    Joanne Lake
    Non-Executive Chairman
  • Ian Mattioli
    Ian Mattioli MBE
    Chief Executive Officer
  • Murray Smith
    Murray Smith
    Group Managing Director
  • Nathan
    Nathan Imlach
    Chief Financial Officer
  • Carol Duncumb
    Carol Duncumb
    Non-Executive Director
  • Anne
    Anne Gunther
    Non-Executive Director
Bob Woods
Bob Woods

LinkedIn

Chairman

Bob has over 30 years’ experience in investment planning and also chairs the Group’s Investment Committee. Bob has been key to the development of Mattioli Woods’ investment ethos, believing that sound strategies need to avoid the ‘noise’ of the immediate and instead be based on an in-depth understanding of the long-term economic outlook.

Bob founded Mattioli Woods in partnership with Ian Mattioli in 1991. He is responsible for developing Group strategy and identifying new growth areas.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Carol Duncumb
Carol Duncumb

Non-Executive Director

Carol has 30 years' experience working in consumer-related companies and over the last five years has focused on online transactional companies to gain greater experience of changing consumer behaviours. Previously, Carol was the Chief Executive of Intimas plc and Managing Director of Wolsey Limited and has a strong understanding of managing businesses. More recently, her activities have included business angel investing into online consumer businesses. She manages a portfolio of investments, while mentoring management teams.
  • Workplace savings
  • Flexible benefits
  • Global solutions
  • Healthcare
  • DUE Diligence
  • Risk Benefits

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Alan Fergusson
Alan Fergusson
Age 45

Managing Director Employee Benefits

Alan is responsible for the strategy and development of employee benefits within the Mattioli Woods Group, continuing the role he started within Kudos Financial Services Limited, prior to its acquisition in 2011. Alan has worked in the financial services industry since 1989 and has spent the last 17 years now advising corporate clients on their employee benefits design, structure, implementation and ongoing administration.

Alan also sits on the board of the World Broker Network, representing both the UK and employee benefits on the global network.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Ian Mattioli
Ian Mattioli MBE
Age 54

Chief Executive Officer

Ian has over 30 years’ experience in the financial services industry and, together with Bob Woods, founded Mattioli Woods in 1991.

Ian is responsible for the vision and leadership of the Group. He instigated the development of the investment proposition, including the structured products initiative, and was instrumental in the development of Custodian REIT plc.

His personal achievements include winning the London Stock Exchange AIM Entrepreneur of the Year award and receiving an MBE from HRH Prince Charles
in May 2017 in the Queen’s 2017 New Year Honours list for his services to business and the community in Leicestershire.

Ian is Non-Executive Chairman of K3 Capital Group plc, a non-executive director of Custodian REIT plc and Chairman of its discretionary investment manager, Custodian Capital.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Carol Duncumb
Carol Duncumb
Age 55

Non-Executive Director

Carol has over 30 years’ experience working in consumer-related companies
and over the last six years has focused on online transactional companies to gain greater experience of changing consumer behaviours.

Previously, Carol was the Chief Executive of Intimas plc and Managing Director of Wolsey Limited and has a strong understanding of managing businesses. More recently, her activities have included business angel investing into online consumer businesses. She manages a portfolio of investments, whilst advising successful entrepreneurs and management teams on developing their businesses.

As part of her Non-Executive role, Carol currently chairs the Mattioli Woods Remuneration Committee.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Joanne Lake
Joanne Lake
Age 53

Non-Executive Chairman

Joanne was appointed to the Board and as Chairman of the Audit Committee in July 2012. In June 2015, she became Deputy Chairman ahead of her appointment as Non-Executive Chairman at the Group’s Annual General Meeting in October 2016. Joanne has over 30 years’ experience in accountancy and investment banking, including with Panmure Gordon, Evolution Securities, Williams de Broë and Price Waterhouse.

She is a Chartered Accountant and a Fellow of both the Chartered Institute for Securities & Investment and the Institute of Chartered Accountants in England and Wales (“ICAEW”), and is a member of the ICAEW’s Corporate Finance Faculty.

Joanne is also deputy chairman of Main Market listed Henry Boot plc, a land development and construction group, and a non-executive director of Gateley (Holdings) Plc, the first UK commercial law firm to list on AIM, Morses Club plc, a UK non-standard consumer finance company and Accrol Group Holdings plc, a leading independent tissue converter. She is also a trustee of The Hepworth Wakefield gallery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Mark Smith
Mark Smith
Age 46

Chief Operating Officer

Mark joined Mattioli Woods in 2000, after gaining 12 years' experience in the financial services industry with a large insurance company, a small IFA firm, and specialist SSAS and SIPP consultancies.

As the Group's Compliance Officer, he is responsible for liaison with the FCA on all regulatory issues. Mark has responsibility for all the day to day operations of the Group including systems, compliance, recruitment and service delivery to our clients.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Murray Smith
Murray Smith
Age 48

Group Managing Director

Murray graduated with an MA in Accountancy and has worked in the financial services industry since 1992. Moving to Mattioli Woods in 1995, Murray built his early career as a consultant, specialising in advising on all aspects of retirement and wealth planning, before taking management responsibility for the Group’s sales and marketing functions, culminating in his appointment to the board in 2005. As Group Managing Director,

Murray is responsible for the strategic development and integration of the Group’s wealth management division, together with the day-to-day delivery of the client proposition and consultancy functions. Murray is also actively involved in the Group’s acquisition strategy.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Nathan Imlach
Nathan Imlach
Age 48

Chief Financial Officer

Nathan is responsible for all financial aspects of Mattioli Woods’ operations and leads the Group’s acquisition activity. He qualified as a Chartered Accountant in 1993 with Ernst & Young, specialising in providing mergers and acquisitions advice to a broad range of quoted and unquoted
clients in the UK and abroad. He is a Fellow of the Chartered Institute for Securities & Investment and holds the Corporate Finance qualification from the ICAEW.

Nathan is a director of Custodian Capital and Company Secretary to Custodian REIT plc.

Nathan is also Non-Executive and Senior Independent Director of AIM listed Mortgage Advice Bureau (Holdings) plc, a leading mortgage network, and a trustee of Leicester Grammar School.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.
Anne Gunther
Anne Gunther
Age 62

Non-Executive Director

Anne was appointed to the Board in June 2016 and became Chairman of the Audit, Risk, and Compliance Committee at the Annual General Meeting in October 2016. Anne has spent nearly 40 years in retail financial services in the UK, with executive experience across all sectors, from lending to wealth management, and including IPO and merger/acquisition activity. Anne has a significant background in direct channel delivery; her team having launched Lloyds Internet Banking, and then as Chief executive of both Standard Life Bank and Standard Life Healthcare. She was a founding Director of Standard Life Wealth.

Anne is a Chartered Banker and holds an MBA from Warwick Business School and a degree in Physics from Nottingham University.

In her non-executive career, Anne has chaired Audit, Risk, and Remuneration Committees in both the charitable and commercial sectors, and has also chaired Warwick Business School. In addition to her Mattioli Woods role, Anne now sits on the Masthaven Bank board and chairs the Audit and Risk Committee, as well as being Non-Executive and Senior Independent Director and Chair of the Audit Committee for GBGI Limited, an AIM listed specialist health insurer.
  • Pensions
  • Investments
  • Portfolio
  • Financial Planning
  • Property
  • Protection

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.

About Mattioli Woods plc

Mattioli Woods plc is one of the UK's leading providers of wealth management and employee benefit services, advising over 10,000 clients with assets under management, administration and advice in excess of £8.7 billion. With offices in Leicester, London, Aberdeen, Glasgow, Newmarket, Buckingham, Preston, Solihull and Manchester, it aims to provide trusted advice, high service standards and personalised delivery.