Within asset management at Mattioli Woods, we use a broad range of investment fund managers, from large well-known investment houses to small, boutique firms.
Business Community
DECEMBER INVESTMENT MARKETS WEBINAR
After a full year of delivering monthly Investment Markets webinars, our December edition promises…
Investments
INVESTMENT LINE: OUR CURRENT THINKING ON MARKETS - NOVEMBER 2021
Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication…
Financial planning
IHT PLANNING – IS AGE 85 TOO LATE?
Far too often in life, we are all guilty of leaving financial planning too late. “I wish I had…
Investments
THE RESPONSIBLE EQUITY FUND – A FUND FOR THE FUTURE!
On 20 September 2021 Mattioli Woods launched the Responsible Equity Fund, the first of its kind for…
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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 you ... Read more
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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 di ... Read more
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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 mark ... Read more
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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. ... Read more
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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 us ... Read more
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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. ... Read more
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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. ... Read more
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Philip Thompson
A word from our clients
Mattioli Woods’ technical knowledge is excellent.
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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 ... Read more
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John Pullin - Alan Boswell & Company Ltd
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.
Business Community
DECEMBER INVESTMENT MARKETS
After a full year of delivering monthly Investment Markets we
Business Community
INTERNATIONAL FAMILY
Join Family Business United and their panel of international experts as we come together
Clients and Friends
THE GREAT BRITISH FAMILY
Bringing the family business community together with ke
Business Community
The cHeRries Awards 2022
Hosted by DC Thompson, Aberdeen.
Professional Connections
ACCOUNTEX LONDON 2022
Accountex returns on 11-12 May 2022 at Excel, London.
More details to come.
Business Community
HOPE AGAINST CANCER - GOLF
Networking event hosted by Hope Against Cancer. Look out for us at the halfway house!
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.
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 clients have always included family businesses and we continue to be thankful for the contribution these businesses make to the UK economy. Like Family Business United, we support the ongoing importance and dynamism of family businesses and are proud to partner with a body who has the same ideals.
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 have been a proud long-standing sponsor of British GT Champion, Graham Davidson for many years, supporting every turn and triumph of the racing driver’s phenomenal career.
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.
