Within asset management, we use a broad range of investment fund managers, from large well-known investment houses to small, boutique firms.
Financial planning
Financial Planning newsletter - November 2022
It does not seem that long ago we were welcoming you to our spring edition, yet here we are already…
Investments
Investment Line: our current thinking on markets - November 2022
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication…
Social Responsibility
Mattioli Woods and the British Heart Foundation become partners for next two years
For over 60 years, the British Heart Foundation (BHF) has been funding research that has turned…
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What are you here to do?
A financial services business, built with expertise, integrity and delivered with passion.
The experience of having children is priceless but clothes, shoes and ‘going over data allowance’ bills are not.
Asset management at Mattioli Woods exists to help you to invest using a variety of traditional and alternative products.
We all have the same amount of time from one day to the next – it is how we use it that makes us time poor (or indeed rich).
Although it is a horrible thought, protecting you and your family against unforeseen illness, long-term disability and death is critical to any plan.
A word from our clients
A word from our clients
In the last 28 years of dealing with Mattioli Woods, through mostly good times, they have always got your back, and that level of professionalism counts for so much. Thank you and your...
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Derek Corner
A word from our clients
I like working with Mattioli Woods predominantly because I have one point of contact with regard to all the schemes that we administer, rather than being referred to a range of different...
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Chris Cashmore
A word from our clients
Thank you for the invitation.The most novel fundraising idea I've heard since the start of the pandemic; especially as Artisan cheese makers suffered because of lack of markets. Ten out of...
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Patricia, client of Mattioli Woods
A word from our clients
We are both impressed with April’s clarity of advice over the last five months which, added to the regular Mattioli Woods webinars, has kept us well informed and reassured.
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Dr M Auld and Mrs A Auld
A word from our clients
Nathan helped us release funds which we would not otherwise have been able to access. Nathan has been nothing but honest, straightforward and helpful all the way through.
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D&A Ettridge
A word from our clients
Just a quick note to thank you and your team for the excellent support you have provided not only over the last few months during the COVID situation, but also since we started using you for...
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Gary Newton - Chartwell Wealth Management
A word from our clients
Just to say that I thought your webinar today was very grounded and helpful.
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Pamela Fagg
A word from our clients
Each webinar has been well run with worthwhile content. I had to miss the last one at the last minute but managed to catch up because you sent out an email with a link to a recording. An...
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Terry Somerfield
A word from our clients
I have attended some of the webinars and I genuinely think that Mattioli Woods has really stood out in these difficult times for getting across innovative, sound financial advice.
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Philip Thompson
A word from our clients
Mattioli Woods’ technical knowledge is excellent. I have never asked a question they didn’t immediately know the answer to. They are always happy to help and consider different scenarios no...
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Peter Waterfield - P W Financial Management Limited
A word from our clients
As IFA’S who are actively engaged in the SSAS & SIPP market and using the full array of self-invest options, it is always helpful to have access to a team of specialists who can provide...
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John Pullin - Alan Boswell & Company Ltd
A word from our clients
Thank you very much for a very informative meeting which was very well organised and the catering was excellent.
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Tony Holmes
Upcoming Events
The Mattioli Woods events team worked quickly to move key events online, and on 1 April 2020 our first live webinar for clients was delivered. Use of webinar technology has complemented the wider company aim to provide an uninterrupted service and helps bring us closer than ever to our clients and connections.
Professional Connections
Accountants Technical
Join us for the first in a series of technically driven discussions on topics your clients should be...
Get in touch with the Mattioli Woods team
Do you have a specific question or query? Find the right member of the
Mattioli Woods team.
Mattioli Woods team.
Our Partnerships
Since 2016, we have been proud sponsors of rugby giants, Leicester Tigers. Having proved a successful partnership, 2020 saw us strengthening our support for the club with a new five-year deal that included the stadium being rebranded to Mattioli Woods Welford Road.
Mattioli Woods is well known for its work in sport, especially in rugby union through the ongoing sponsorship of the Leicester Tigers, so when the opportunity to work across rugby league as well and support the amazing charity Rugby League Cares, superbly led by Chris Rostron, it was an opportunity we were privileged to accept.
Our partnership with AAT allows us to work with members to enhance and support their existing client relationships through on-going technical support on new and existing legislation.
Our long-term sponsorship of the bi-annual Lavenham Literary Festival, in both physical and virtual forms, is just one example of our commitment to supporting our communities as well as its individuals’ careers and futures.
We are honoured to sponsor Team GB wheelchair racer and World Champion, Sammi Kinghorn. Having backed the young athlete’s career from the very beginning, we are proud at all she has achieved so far and are excited for what the future holds.
Since 2014 Hurley Partners has sponsored Cobham Rugby Club’s Senior 1st XV and, following our acquisition by Mattioli Woods plc in July 2020, we are delighted to continue our sponsorship under our new name.
