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    Home / About Us / Our social responsibility

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    Our social responsibility

    Making a difference within our local communities matters to us. Each year, we support charities and sponsor businesses, sports and community awards, clubs and events. Our business has benefited greatly from winning numerous awards and we feel it is right to help other businesses reap the rewards of such accolades.

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    Our commitment to operating responsibly

    As never before, the events of 2020/21 have challenged and impacted all businesses across all sectors. Mattioli Woods is no different; however, our dedicated team has allowed us to rise to these challenges and continue to make a positive contribution to our stakeholders – our clients, shareholders, staff, suppliers and chosen charity partners alike. We believe this is responsible business in action.

    Our approach to achieving good Governance comes from a passion to ensure we do the right things for our clients and this is embedded in the culture of the Mattioli Woods team, where staff are encouraged to thrive and develop in their roles and the business in turn supports them in their own career development. Our record of growing our own and promoting from within the Group adds to the sense of teamship which underpins everything we do.

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    Our environmental footprint has grown through the acquisitions completed during the last few years. We plan to consolidate our footprint as integration of acquired business continues, ensuring that wherever possible we minimise negative impacts in this area.

    The modern design and construction methods used in our Leicester office means we are harnessing the latest technology to support our environmental aims and, while this is a major contributor, we recognise that smaller changes to how we do things can make incremental contributions to the world we live in. These include continuing to try to reduce the amount of paper we use by the adoption of technology, including an online portal to deliver client valuations, supporting a move to only using paper documents where absolutely required. In addition, members of our consultancy team are increasing the use of hybrid and efficient fuel technology in the vehicles they use.

    In 2023, we hired a full-time ESG Partner who works to support the Group’s Environmental Social and Governance (ESG) strategy. Alongside their work, they have also organised and created an ESG Engagement team that includes 15 members of staff from all office locations and departments. This ensures the whole Group is included in decision making and suggestions regarding ESG and sustainable practices.

    Charity and communities

    We regularly partner with both national and local charities, all of whom are close to the hearts of our people and communities.

    We also work with the Group’s associate company, Amati, who donate 10% of its profits to good causes each year. We have continued this tradition and this year we supported 58 charities across the UK.

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    Developing our people

    We continue to create opportunities for young people by operating a trainee consultant programme for aspiring advisers. We have introduced a 26-week plan to foster small groups of trainee advisers in a classroom setting, two days a week. Currently, these are being run remotely in line with government guidelines regarding Covid-19.

    Each week is themed, including topics such as tax, pensions and investments, and aims to get trainees who have been with the company for 18 months and have completed their RQF Level 4 qualification, to the point where they are able to develop financial plans.

    Trainees work alongside consultants in administrative roles and attend consultant-led client meetings. The scheme will continue to be rolled out for new groups of employees who demonstrate the potential to move into consultant roles at the firm.

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    Diversity and inclusion

    We are an equal opportunities employer, and it is our policy to ensure that all job applicants and employees are treated fairly and on merit regardless of race, sex, marital/civil partnership status, age, disability, religious belief, pregnancy, maternity, gender reassignment or sexual orientation.

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