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For more information or to arrange a meeting to discuss your specific needs, please contact us via email at, or alternatively, please call us at 0333 034 4110.

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    Intelligent financial solutions

    Going beyond the traditional advice model, we provide tax-efficient investment solutions, ensuring your loved ones can enjoy your wealth for generations.

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    Mattioli Woods

    Invest wisely, reap rewards

    Our experts will guide you through the complexities of investment selection. Whether you want to invest non-pension wealth into a tax-efficient investment opportunity or a multi-asset portfolio for your pension fund, we work hard to protect your wealth long into retirement and for the next generation.

    Invest with confidence
    Mattioli Woods

    Start investing today!

    • Future-focused and accessible
    • Variety of investment funds
    • Offers guidance on the risks of investing
    • Transparency and performance tracking
    • Tailored recommendations
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    Mattioli Woods profile

    Remember, the value of your investments can go up and down, and you may get back less than you originally invested. Tax treatment depends on your individual circumstances, and rules may change. Past performance is not a guide to future performance. Investment decisions should be taken with professional advice.

    Why choose us?

    At our core, our focus is entirely on you – our esteemed clients. With our exceptional wealth management and employee benefits services, you can experience the true essence of peace of mind.


    clients have trusted us with their wealth


    years experience shaping financial solutions


    expert advisers


    raised for charitable efforts


    assets under

    We are different from your average wealth manager, providing in-house and third-party investment solutions that provide diversity in challenging market conditions, or a level of tax- efficiency that can benefit the growth of your portfolio.

    Venture Capital Trusts (VCTs)

    Claim up to 30% income tax relief on the first £200,000 each tax year. Provide yourself with a supplementary income by benefitting from tax-free dividends paid by a VCT.
    Investing in VCTs carries risk.

    Individual Structured Products (ISPs)

    ISPs can provide diversity in challenging market conditions, bringing derivative benefits to investors who otherwise would not have access to them.
    Investing in ISPs carries risk.

    Resource Hub

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    Wealth Management

    Wealth Management Brochure

    Download our Wealth Management guide

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    Diversified Income Portfolio

    Download our Diversified Income Portfolio Brochure

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    Wealth Management

    Pensions and Commercial Property

    Download our Pensions and Commercial Property Brochure

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    Mental Wellbeing Platform

    Download our Mental Wellbeing Platform Brochure

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    What our clients say

    Hear it from the ones who matter most! Discover what our clients say about their experiences with us.

    Mattioli Woods profile

    There is always someone to speak to, and transactions are dealt with quickly and efficiently. We’ve been with Mattioli Woods for several years, and the service provided has never been any different – always top-class!

    Mr Richard Cooper

    Mattioli Woods client

    I value the personalised service Murray Smith and his back office team provide. Murray’s practical and commercial approach is in keeping with mine, and this helps me make informed decisions.

    Mr Colin Turkington

    Mattioli Woods client

    Mattioli Woods has been very good during the last 12 years of my retirement. Femi had been a pleasure to work with.

    Mr Stephen Alan Summers

    Mattioli Woods client

    Very professional, knowledgeable and helpful. They are always available to attend appointments and always meet our deadlines.

    Mr Harinder Johal

    Mattioli Woods client
    Mattioli Woods profile

    Are You a ScamSmart Investor?

    Society’s ongoing increase and reliance on the use of emails, texts and social media has led to an increase in criminal activity by investment scammers.

    The FCA ScamSmart campaign brings together a range of resources and information to help you to avoid scams. We urge all clients to access the FCA’s campaign in order to protect themselves and their family.

    Learn More

    Latest Insights

    Get ahead with exciting updates, trends, and expert insights for your personal and professional life. Read more to experience the thrill of being at the forefront.

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    Upcoming Events

    From interactive webinars to in-person international company conferences, we have it all. See what’s coming up.

    Leicestershire Curry Awards 2024 finalists announcement - mw-events
    22 July 2024
    Business Community

    Leicestershire Curry Awards 2024 finalists announcement

    Financial Planning for the new world, build, spend, gift - mw-events
    19 September 2024
    Professional Connections

    Financial Planning for the new world, build, spend, gift

    Rothley10K 2025 - mw-events
    3 June 2025
    Business Community

    Rothley10K 2025