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    Our History

    We set out to challenge the status quo over 30 years ago from a converted garage in Leicester. We now employ more than 900 people at locations across the UK and have passed some pretty impressive milestones.

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    Our History

    Mattioli Woods celebrates its 30th anniversary in 2021

    Ian Mattioli and Bob Woods set out to challenge the status quo 30 years ago from a converted garage in Leicester. Mattioli Woods now employs more than 800 people and have passed some pretty impressive milestones.

    Hear Ian and Bob talk about those early garage days through to their thoughts on the future in this three part series.

    From humble beginnings

    Mattioli Woods now finds itself as one of the UK’s leading providers of pension consultancy and wealth management services. We advise over 11,000 clients throughout the UK, with assets under advice and administration in excess of £15 billion.

    In our first year of trading, the company employed just three people and achieved a modest turnover. Today, it has a workforce of over 800 and revenues of over £108 million.

    2024
    Mattioli Woods acquired by Pollen Street Capital, delisting from the AIM
    2023
    Acquired majority stake in White Mortgages Limited Acquired Doherty Pension & Investment Consultancy Limited
    2022
    Assets under advice and administration exceed £15 billion Custodian REIT plc renamed to Custodian Property Income REIT plc
    2021
    Acquired Montagu Limited Hurley Partners Rebrand as Mattioli Woods Acquired Pole Arnold Financial Management Limited Acquired Caledonia Asset Management Limited SSAS Solutions (UK) Limited Rebrand as Mattioli Woods Assets under advice and administration exceed £12bn
    2020
    Delivering an uninterrupted service to clients during the COVID-19 pandemic Building capacity to enhance existing client service and drive future growth Continued investment in technology, compliance and training Strategic acquisition of Hurley Partners Limited New five-year deal with Leicester Tigers that saw the stadium rebrand as Mattioli Woods Welford Road
    2019
    Acquired SSAS Solutions Assets under advice and administration exceed £9.4bn Acquired The Turris Partnership Limited
    2018
    Assets under advice and administration exceeded £8.7bn Acquired Broughtons Financial Planning Ltd Taylor Patterson officially renamed to Mattioli Woods plc City Trustees officially renamed to Mattioli Woods plc Moved to New Walk, Leicester
    2017
    Ian Mattioli and Bob Woods awarded MBEs First series of educational films released Launches first Remote Year programme Assets under advice and administration exceed £7.5bn Acquired 49% stake in Amati Global Investors Limited Investors in People Accreditation until 2019
    2016
    Won best wealth management advisor award at Money Marketing awards Acquired Maclean Marshall Healthcare New three-year sponsorship of rugby giants, Leicester Tigers Won Leicester Mercury 25 years of business excellence award Raised over £80k for national charity, Breast Cancer Now Turnover exceeded £40m Acquired MC Trustees Mattioli Woods rates ‘A’ in financial stability table Launches Mattioli Woods website Opened new Manchester office
    2015
    Acquired Torquil Clark pension business Acquired Boyd Coughlan Ltd Acquired Taylor Patterson Claimed top spot on the Insider league table of Midlands SMEs Ranked no.1 on PAM’s top 10 fastest growing managers by % over 3 years Turnover exceeded £30m Assets under advice and administration reach £6bn Acquired Lindley Group Ltd pension business
    2014
    Launch of Custodian REIT plc on the main market of the London Stock Exchange Kudos Financial Services and Atkinson Bolton Consulting change name to Mattioli Woods plc Acquired UK Wealth Management pension business
    2013
    Recognised as one of Leicestershire’s top 200 companies Appointed to operate HD SIPP Acquired Ashcourt Rowan plc, a pension administration business Acquired Atkinson Bolton Consulting Assets under advice and administration exceed £4bn
    2012
    Appointed to operate The Pilgrim SIPP Assets under advice and administration exceed £3bn Turnover exceeded £20m and portfolio management service launched
    2011
    Acquired Kudos, an employee benefits consultancy Celebrated our 20th anniversary
    2010
    Winners of the Leicester Business Awards 2010: Success Through People Launched the Shariah SIPP SSAS/SIPP portfolio exceeded 3,000 schemes Acquired CP Pensions Appointed to operate The Freedom SIPP Acquired City Trustees and London office
    2008
    Turnover exceeded £10m Acquired the JB Group
    2007
    Ian Mattioli and Bob Woods jointly won AIM Entrepreneur of the year Funds under trusteeship exceeded £1bn Acquired Pension Consulting Limited
    2006
    Developed structured product initiative Acquired Suffolk Life SSAS portfolio
    2005
    Admission to AIM Moved to Grove Park, Leicester First acquisition – The Geoffrey Bernstein portfolio
    2003
    Mattioli Woods Pension Consultant Limited incorporated
    2002
    Launched syndicated property investment initiative
    1998
    First graduate recruit qualified as a consultant Moved to larger offices in Leicestershire
    1997
    £1m turnover exceeded
    1995
    Launched the Mattioli Woods SIPP
    1993
    The 2nd in the UK for new SSAS instructions
    1992
    Initiated graduate recruitment model
    1991
    Mattioli Woods Pension Consultants formed

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