Find out how Labour’s Autumn Budget could affect you, your family and your business.
In our latest webinar, we’ll be providing you with a comprehensive analysis of the Autumn Budget and any potential impact it could have on investment portfolios and financial planning.
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.
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 management
Managing Director of Client Investment Solutions Dean Cheeseman, along with Co-founder and Senior Adviser Bob Woods MBE, and Senior Wealth Management Consultant John Kelly, will cover:
Book your place today and receive a FREE digital guide to the budget on the day with commentary from co-founder Bob Woods MBE.
Working with you to achieve your goals is our number one priority. That’s why we sit with you, learn about how you feel and what’s important to you, your family and your financial situation. We’ll look at what you already have, your objectives and values, and put together a holistic strategy.
Long-lasting relationships are the key to success, so it’s vital we continue to deliver quality advice that meets your needs, keeping you updated with the performance of your investments and any regulatory changes.
But it doesn’t stop there. We will review, discuss, refine and repeat each area of your strategy throughout our working relationship.
Who is Mattioli Woods?
A leading UK wealth management and employee benefits provider with multiple offices nationwide, Mattioli Woods manages over £25 billion in assets for over 30,000 clients. We specialise in integrated financial planning, combining investment and tax strategies with personalised service built on longstanding relationships.
Our expertise spans self-invested personal pensions (SIPPs), small self-administered schemes (SSASs), ISAs, trust planning, and discretionary portfolio management (DPM). We offer tailored employee benefits solutions to help businesses attract and retain top talent. While we prioritise our own DPM, SIPP and SSAS products (providing ‘restricted advice’), we’ll recommend alternative solutions when needed, supported by rigorous research.
How can Mattioli Woods help with my financial goals?
Understanding you is vital to our approach, whatever your goals. That’s why our experienced financial advisers will work with you to learn what is important to you. We will put together a holistic financial strategy so we can work towards your financial – and life – goals.
To ensure your strategy remains up to date, we meet with you regularly to review, discuss and refine your plan.
What is Mattioli Woods' investment philosophy?
We build long-term wealth through our structured, institutional approach to investment management, selecting quality investments across different asset types such as shares and bonds at fair prices. We tailor diversified portfolios to your risk preferences while our size and scale secures better fees and implementation, ensuring your money works for you.
What is Mattioli Woods’ approach to risk management?
We carefully monitor where your money is invested across different sectors, countries, and markets. We test how our portfolios might perform in difficult market conditions and ensure investments match your chosen risk level, staying within acceptable fluctuation limits. We also ensure liquidity so you can access your investments when needed.
Who are our clients?
Quite simply, you! Our clients are the successful individual, the business owner, the investor, the family money, the high-net-worth-individual and the sophisticated investor.
They recognise the value of partnering with trusted financial advisers like us, who can deliver holistic financial strategies to preserve and grow their assets.
We believe a refined approach is required with wealth management, one that is bespoke to your complex financial objectives and long-term goals.
Who will look after my portfolio at Mattioli Woods?
You will receive a highly-qualified wealth management consultant – backed by a team of client relationship managers – who will take the time to understand your family and business dynamics, walk through your long-term goals and create a holistic solution tailored to your needs.
Our Investments team will look after your portfolio, ensuring you receive monthly performance fact sheets to keep you up to date on how your investments are progressing.
Connect with our experienced advisers who will listen to your unique situation, address every concern, and deliver the expert guidance you need to make confident money decisions.
