We want to work closely with you to provide additional wealth management support that truly complements your expertise and enhances the service you offer your clients. Working alongside you and your clients through our professional adviser services, we ensure seamless financial support and advice, covering both business and personal wealth needs.
Relationships can be hard, and we know your clients value the ones you’ve built with them.
That’s why we want to create a holistic financial planning partnership with you to provide extra wealth management support to your clients.
Working with both you and your clients via our professional adviser services ensures they can receive financial support and advice on both business and personal wealth.
Our professional adviser services are designed to help you provide wealth planning expertise to your clients, and can include professional advice on:
Set yourself apart from competitors by offering holistic financial solutions using Mattioli Woods’ expertise.
Our fee structure is fully transparent, and your clients will be safely ring-fenced in the services we offer them, which is directed by you.
We will work with you to provide seminars and webinars to your clients to ensure they’re up to date on subjects such as business exit planning, pension legislation and much more.
Your relationships with your clients are very important, and by offering a personalised service, we look at the ways we can work with you to enhance and support them.
We pride ourselves on being flexible to your needs and work with you to support your client relationships. That’s why your consultant will work with you to find the best solution for your clients, from a range of fully flexible products.
Core to our product offering is our professional and personalised service. Through this service, we believe we can add real value to complement the advice you provide.
Working with our technical specialists can help you and your business owner clients create tailored solutions covering from company valuations and tax-efficient extraction methods to succession planning and pension considerations.
Effective Inheritance Tax planning is essential for preserving wealth across generations. That’s why we’ll work with you to provide specialist IHT solutions tailored to your clients’ needs.
Our approach combines trust arrangements, lifetime gifting strategies and investment vehicles that qualify for tax relief under Business Relief, ensuring clients maintain control while minimising their estate’s tax burden.
Clients looking to reduce Inheritance Tax liability will find gifting strategies a powerful tool in their planning arsenal. With Mattioli Woods as support, you’ll have access to clear, practical advice on everything from straightforward annual exemptions to more complex arrangements using trusts.
We’ll support your professional practice with expertise across all tax wrappers – from Individual Savings Accounts (ISAs) and pensions to the Enterprise Investment Scheme (EIS) and Venture Capital Trusts (VCTs) – working alongside you, and staying up to date on any tax legislation changes, to match the right options to your clients’ goals.
Your clients deserve exceptional pension solutions, and that’s exactly what you’ll get with Mattioli Woods.
We offer everything from straightforward personal pensions to complex small self-administered scheme (SSAS) arrangements, all backed by our technical expertise and clear approach to fees.
Your business clients face significant risks when a shareholder exits or passes away unexpectedly.
With Mattioli Woods’ shareholder protection solutions, you’ll give them robust safeguards that protect their business continuity and ownership. We’ll help you arrange tailored insurance policies alongside legally sound agreements that ensure shares transfer seamlessly and at fair value.
Wealth management can support lawyers by providing specialist financial planning for partners and staff, and by helping their clients structure settlements, inheritances and business interests efficiently.
Lawyers and accountants can get confidential and impartial advice focused on cash-flow planning, tax-efficient investing, pensions and protection, so their personal finances match the realities of partnership, fluctuating income and long working hours.
We work alongside accountants to turn tax and accounting advice into clear financial plans and investment strategies, helping clients grow and protect their wealth over the long term.
A good wealth manager understands professional rules and will agree clear boundaries, ensuring any advice is compliant and complementary to your legal or accounting responsibilities.
Typically, you introduce suitable clients to us with their consent, we handle the regulated advice and keep you informed (within agreed parameters), so the overall client service feels joined up.
Common examples include business owners, high-earning professionals, clients receiving large settlements or inheritances, and those needing structured retirement or succession planning.
Yes. We regularly work with partners at law firms and accountancy practices, business owners, medical professionals, and clients going through significant life events such as divorce, business sale or bereavement. If your clients have specific circumstances, it’s worth a conversation.
