Planning tools

Tools that bring your plans to life

Six tools our clients use with their adviser — hover each one to see it in context.

View our tools

Cash-flow modelling

10 minute projection Project your income, spending and savings decades ahead — and see how today's decisions shape tomorrow. Explore tool

Full adviser review

Guided by our MW6 framework Our six-part planning framework, connecting investments, retirement, tax, protection and estate planning in one view. Explore tool

Pension calculator

5 minute assessment See how contributions today translate into retirement income — and what closing the gap takes. Explore tool

Investment portal

24/7 secure access Portfolios, performance and valuations in one secure place, updated daily. Explore tool

Protection review

3 minute assessment Stress-test your cover against life's what-ifs, from income to inheritance. Explore tool

Inheritance tax estimator

4 minute estimate See what your estate might owe today, and which reliefs could change that figure. Explore tool

Application journey

Eight steps, no surprises

Hover a step to see what it involves and how long it usually takes.

5 minutes Send us your CV and a short note on why the role appeals. Every application is read by a person, not a filter.

20 minutes A relaxed call with our talent team to talk through your experience and answer your first questions.

1 hour Meet the hiring manager. Half the conversation is about the role, half about what you want next.

Where necessary A short, role-relevant exercise so you can show how you think rather than just describe it.

1 hour A deeper conversation with the wider team, including the people you would work alongside day to day.

48 hours Feedback either way, always. If it is an offer, we talk it through properly before anything is in writing.

Where necessary Standard regulatory and reference checks, handled by our team with as little admin for you as possible.

Week one Your first weeks are planned before you arrive — kit, introductions, training and a buddy from day one.

Speak to the team

Contact Mattioli Woods

For more information or to arrange a meeting to discuss your specific needs, please contact us via email at hello@mattioliwoods.com, or alternatively, please call us at 0333 034 4110.

hello@mattioliwoods.com 0333 034 4110