The home of financial confidence
Build a life, not just a portfolio
Because the next generation is your biggest investment.
Trust & credibility
Trusted by clients across the UK
Mattioli Woods have given us the clarity and confidence to make better financial decisions — for today and for the future.
The home of financial confidence — Watch our story
Our services
Guidance shaped entirely around your life
Wealth Management
A fully personalised wealth management service tailored to your goals, values and life stage.
Learn moreRetirement Planning
We help you build a clear picture of your retirement income and the steps to get there.
Learn moreInvestment Management
Access a broad range of investment solutions, from model portfolios to bespoke discretionary mandates.
Learn moreTax & Estate Planning
Reduce your tax exposure and ensure your wealth passes to the people and causes you care about.
Learn moreProtection Planning
Safeguard your family and income with cover built around the things that matter most.
Learn moreEstate & Legacy
Plan how your wealth is protected and passed on across every generation of your family.
Learn more
Employee Benefits
Attract and retain talent with benefit schemes designed around your people and your budget.
Learn moreWorkplace Pensions
Set up and manage compliant workplace pension arrangements with expert ongoing support.
Learn moreCorporate Investments
Put surplus company cash to work with tailored corporate investment strategies.
Learn moreBusiness Protection
Protect the business against the loss of key people, shareholders or directors.
Learn moreGroup Risk
Group life, income protection and critical illness cover for your whole workforce.
Learn more
Platform Solutions
A modern investment platform giving your clients access to a broad universe of assets.
Learn moreModel Portfolios
Risk-rated model portfolio solutions managed by our in-house investment team.
Learn moreAdviser Support
Practical support and resources to help you grow and service your client base.
Learn moreInvestment Research
In-depth research and market insight to inform your advice and recommendations.
Learn moreTechnical Services
Specialist technical guidance on pensions, tax and estate planning matters.
Learn moreThird-party DFM
Discretionary fund management partnerships that complement your proposition.
Learn more
Frequently asked
Questions about financial advice
The things clients most often ask before they start working with us.
Do I need a certain amount of money to get advice?
No. Some services suit larger portfolios, but our initial conversation is free and helps us both decide whether advice is right for you — whatever your starting point.
That first meeting typically covers:
- your current savings, pensions and investments;
- the goals you are working towards;
- whether ongoing advice would add value, or a one-off review is enough.
Ready to talk? Find an adviser near you.
How are your advisers paid?
We are transparent about all charges. Fees are agreed with you in advance and explained in writing before any work begins — there are no hidden commissions.
Depending on the service, charges may be structured as:
- a fixed fee for a defined piece of work;
- a percentage of the assets we manage for you;
- an agreed hourly rate.
See our full fee schedule for worked examples.
Is my money safe?
Your investments are held with established, regulated custodians. Mattioli Woods is authorised and regulated by the Financial Conduct Authority.
You can verify our status independently:
- search the FCA Financial Services Register;
- look up our firm reference number;
- confirm the permissions we hold.
Our history
Three decades of advice
A timeline variant — years act as the row headers, milestones reveal on open.
1991 Founded in Leicester
Ian Mattioli and Bob Woods establish the firm with a simple belief: clients deserve advice built entirely around their lives.
2005 Listed on AIM
The company floats on the London Stock Exchange’s Alternative Investment Market, funding a period of sustained growth.
2026 A national presence
Today the firm advises clients across the UK from offices nationwide.
Jargon buster
Common terms explained
Plain-English definitions for the terms you will meet.
SIPPSelf-Invested Personal Pension
A pension that gives you greater control over how your retirement savings are invested.
ISAIndividual Savings Account
A tax-efficient wrapper for cash or investments, with an annual contribution allowance.
DFMDiscretionary Fund Management
A service where investment decisions are made on your behalf within an agreed mandate.
They have guided our family through every stage of financial life. We could not imagine working with anyone else.
— Client, Mattioli Woods Wealth Membership
Local adviser finder
Find an adviser near you
Our network of specialists across the UK makes it easy to get expert advice close to you.
Planning that puts your life first
Good financial advice starts with understanding what matters to you. Before we talk about products or portfolios, we take the time to understand your goals, your commitments and the future you are working towards.
- a clear picture of where you stand today;
- a strategy aligned to your long-term goals;
- ongoing reviews that keep the plan on track.
Ready to begin? Book a no-obligation consultation and discover what a truly personal financial plan can look like.
The best plans are the ones you barely have to think about — because they are built around the life you actually want to live.
How we build your financial plan
Every client journey is different, but the path to financial confidence follows the same three considered steps.
- We listen. In our first meeting we take time to understand you, your circumstances and what you want your money to achieve.
- We plan. Our advisers design a bespoke strategy spanning pensions, investments, tax and protection.
- We review. As your life evolves, we revisit your plan regularly to keep it working hard for you.
Advice for every stage of life
Whatever your circumstances, our specialists can help you make confident decisions about your money.
- Retirement and pension planning
- Investment and wealth management
- Estate planning and inheritance tax
Be curious. Be invested. Be present.
Three principles that shape every conversation we have and every decision we help you make.
Why clients choose Mattioli Woods
Advice built around you
For more than 30 years we have helped individuals, families and business owners navigate their financial futures with clarity and confidence.
- Independent, whole-of-market advice
- Dedicated advisers who know you by name
- A single team for pensions, investments and tax
- Understand your goals
- Design your strategy
- Review and adapt over time
Want to know more? Speak to one of our advisers today.
They have guided our family through every stage of financial life — we could not imagine working with anyone else.
Essential skills
- Strong interpersonal and relationship-building skills
- Clear written and verbal communication
- A collaborative, multidisciplinary approach
Desirable skills
- Experience in a similar advisory setting
- Knowledge of digital planning tools
- Confidence supporting junior team members
Our approach
We start with your goals, not a product. Every plan is built around the life you want and reviewed as it changes.
Your adviser coordinates pensions, investments, tax and estate as one picture — so each decision is made with the others in mind. Learn more about how we work.
The difference it makes
For more than forty years we have advised individuals, families and business owners through changing markets and legislation.
Why it matters
That experience means fewer surprises and a plan that holds up when it matters most.
Wealth management
Financial planning built around your life
Personal, expert advice for every stage of your financial journey — from building wealth to enjoying it in retirement.
Retirement planning
Retire with confidence and clarity
Make the most of your pensions with a plan designed around the retirement you have in mind.
Estate planning
Protect what you have built
Thoughtful estate and inheritance tax planning to help pass your wealth on the way you intend.
Financial confidence
Advice that puts you first
When no photograph is set, the hero falls back to the brand arrow panel — clean, confident and fully on-brand.
Meet the team
Sarah Whitfield
Chartered financial planner specialising in retirement and intergenerational wealth for business owners and their families.
Market commentary
Navigating market volatility in uncertain times
Our investment committee shares its view on recent market movements and what they mean for long-term investors.
Webinar
Post-Budget briefing: what it means for your finances
Join our specialists for a practical breakdown of the latest Budget and the planning opportunities it creates.
Retirement
Planning for the retirement you actually want
Retirement should feel like the start of something, not the end of your earning years. We help you turn a lifetime of saving into a clear, sustainable income — so you can focus on the life you want to live.
How we help
- Model your retirement income across pensions, investments and other assets.
- Plan tax-efficient withdrawals that make your savings last.
- Review your plan regularly as your circumstances change.
The best retirement plans aren’t about spreadsheets — they’re about the life you actually want to lead.
Advice from people who know your world
Search our chartered advisers by name, specialism or location to find the right fit for you.
Adam Lloyd
Adele Batchelor
Adeline Christy
Adrian Firth
Adrian Tomaino
Alan Thomson
Alan Wilmont
Alastair Raine
Albert Har
Alex Harrington
Alex Kirkpatrick
Alex Walker
Amal Cowan
Amal Mashru
Amit Joshi
Amy Maxwell
Amy Shah
Andrew Dickinson
Andrew Goulter
Andrew Weston
Andy Robbins
Anfal Malik
Anthony Hardy
Anthony Rowe
Anthony Sillett
April Ritchie
Bal Kaur
Ben Beaumont
Ben Black
Billy Hockley
Bob Woods MBE
Bradley Malloy
Callum Griffiths
Cameron Millar
Cameron Rueppel
Carole Leigh
Catherine Endean
Charles McSwiggan
Charlie Bass
Charlie Harnett
Chetan Mistry
Chris Marsh
Christopher Crichton-Rankin
Christopher Hardman
Christopher Woodhams
Claire Costello
Claire Stockwell
Daniel Robins
Dave Jackson
Dave Welch
David Banks
David Gibson
David McSweeney
David Prince
David Wright
Davinder Grewal
Dawn Patrick
Dean Wilkinson
Deana Lee
Dev Vagani
Diane Lang
Dilan Shah
Dominic Close
Ebie Holmes
Ed Watling
Eddy Woore
Elliot Lee
Elliot Owen
Elliott Reeve
Emily Huddart
Emma McNulty
Emma Thomas
Eve Allum
Femi Folorunso
Gideon Bramble
Giles Porteous
Graeme Howell
Graham McIntosh
Graham Morgan
Greg Pogonowski
Gregory Duncan
Gursharn Benning
Haidar Ali Bokhari
Hamzah Oozeerally
Harry Anderson
Harry Solomons
Helena Bourner
Henry Allen
Iain Scott
Ian Corcoran
Ian Fleming
Ian Hemingway
Ian Watson
Iffat Rahman
Jack Rossi
Jacob Wright
Jacqui Kyle
Jake Cunliffe-Neale
James Elliot
James Everett
James Foston
James Hounsell
James McDonald
Jamie Parker
Jaspal Singh
Jo Aitken
Joann Mackreth
Joe Turner
John Dooher
John Kelly
Jon Beardsall
Jon Whitmarsh
Jonathan Gutteridge
Jordan Vanderkamp
Jose Gigante
Josh Gaffney
Josh Greasley
Joshua Davis
Josie Turi
Joy Chaplin
Julie Kelway
Julie Wilson
Justin Grant
Justin Hunt
Kai Ansari
Kam Singh
Kamran Solanki
Karen Robertson
Karl Baker
Kat Howard
Kathryn Rodriguez
Kenneth Hopewell
Kieran Mehngar
Kulmeet Singh
Kyle McLean
Lee Smythe
Liam Baxter
Lisa McCaw
Mark Edmonson
Mark Redmond
Martin Hellier
Martin Scarrott
Marvin Owens
Mathew Rann
Matt Jones
Matt Laing
Matt Lawrie
Matt O’Hara
Matt Parry
Matthew Lowe
Matthew Peoples
Matthew Shaw
Matthew Testa
Max Spencer
Megan Lightfoot
Michael Bell-Smith
Michael Fryer
Michael Hand
Michael Robinson
Michael Wright
Michaela Robson
Mike Nevill
Mike Pole
Mike Stirrup
Mohamed Panjwani
Nathan Lloyd
Nathan Smith
Neil Farndon
Neil Parry
Nick Helyar
Nick Howarth
Nilay Joshi
Nimmy Uppal
Oliver Brennand
Oliver Hadden
Omar Quareshy
Patrick Dryden-Stuart
Paul Brennan
Paul Cliffe
Paul Witkiewicz
Peter German
Praful Mistry
Rachel Gooda
Rahul Sida
Rajiv Soni
Richard Bell
Richard Spring
Richard Todd
Rishi Lad
Robert Dixon
Robert Doogan
Robin Smith
Ryan Hesketh
Ryan Richards
Sacha Williams
Safwan Varda
Saira Chambers
Sam Pollard
Samantha Creeden
Sara Wiley
Sarah Lees
Sarah Robinson
Saroj Ekanayake
Scott Elgie
Sean McSweeney
Sean Westwood
Shane Stodd
Shea Lynch
Simon Howard
Stacy Cushnan
Stephen Hudson
Stephen Seward
Steve Bayes
Steve Eggleton
Steve Pemberton
Steven McKay
Steven Randall
Taj Johal
Terry Cosgrove
Thomas Collins
Thornton Wells
Tim Anderson
Timothy Baggaley
Tom Birkinshaw
Tom Dodd
Tom Duckworth
Tom Martin
Tom Mayne
Tony Rimmer
Victoria Bell
Vikesh Patel
Wasim Mehmood
Wayne Tucker
Will Maloney
Will Ramirez
William Amps
Yasin Patel
Pension Calculator
Estimate your projected pension pot and retirement income. Adjust the figures below to see how your savings could grow.
What you'll need
- Your current age and planned retirement age
- The current value of your pension pot
- Your monthly personal and employer contributions
Your projection
Projected pot at retirement
Projected income each year
Your pot against your target
- Projected pot
- Pot needed
- Planned retirement age
Key assumptions
Year by year
| Age | Projected pot | Pot needed | Pot needed in today's money |
|---|
This calculator provides illustrative estimates only and does not constitute regulated financial advice. Projections are based on assumptions that may not reflect actual market conditions.
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