Your relationship with your client is important and by offering a personalised service, we will look at the ways we can work with you to enhance and support your existing relationship. You will be allocated one of our experienced team members who will be your first point of contact for any enquiries. Mattioli Woods is committed to providing you with peace of mind. We do not wish to offer any service competitive with your business to your client. We want to develop a great working relationship and become your trusted partner, enabling us to build a successful business together.
Since 1991, Mattioli Woods has specialised in pension planning, self-investment and wealth management. Fundamental to our success is the internal structure which enables us to provide a tailored, technical and professional service to our clients and also to our introducers.
Our professional adviser services are designed to help you provide pensions and pension-planning expertise to your clients, bridging the gap of knowledge in this highly technical subject. For administration-only services, your clients will be managed by a separate division of our group, ensuring that there is no conflict of interest and roles are clearly identified.
