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.
Annex – Processing Activities
| Purpose/Activity | Type of data | Lawful basis for processing including basis of legitimate interest |
|---|---|---|
| To register you as a new client or to register you on a scheme we have set up for your employer. | (a) Identity (b) Contact | (a) Performance of a contract with you (b) Necessary for our legitimate interests (to fulfil the terms of a contract with your employer they have entered on your behalf) |
To manage our relationship with you which will include: (a) Manage payments, fees and charges (b) Collect and recover money owed to us (c) Notifying you about changes to our terms or privacy policy | (a) Identity (b) Contact (c) Financial (d) Transactional (e) Recordings | (a) Performance of a contract with you (b) Necessary to comply with a legal obligation (c) Necessary for our legitimate interests (to recover debts due to us/keep our records updated) |
| To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data) | (a) Identity (b) Contact (c) Technical | (a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganisation or group restructuring exercise) (b) Necessary to comply with a legal obligation |
| To deliver relevant website content and advertisements to you and measure or understand the effectiveness of the advertising we serve to you | (a) Identity (b) Contact (c) Profile (d) Usage (e) Marketing and Communications (f) Technical | Necessary for our legitimate interests (to study how clients use our products/services, to develop them, to grow our business and to inform our marketing strategy) |
| To use data analytics to improve our website, products/services, marketing, client relationships and experiences | (a) Technical (b) Usage | Necessary for our legitimate interests (to define types of clients for our products and services, to keep our website updated and relevant, to develop our business and to inform our marketing strategy) |
| To make suggestions and recommendations to you about services that may be of interest to you | (a) Identity (b) Contact (c) Technical (d) Usage (e) Profile | Necessary for our legitimate interests (to develop our products/services and grow our business) |
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.