Here you’ll find all the information you need about how the academy works
At Mattioli Woods, becoming a financial adviser is not treated as a single step. It is a structured journey – designed to build knowledge, confidence and judgement over time.
To become a financial adviser, you first need to become qualified. In the UK, that means achieving a Level 4 qualification in regulated financial planning – the standard required to provide financial advice.
The transition from trainee to adviser does not happen in the classroom. It happens in real conversations. With real clients. Making real decisions.
Choosing to change career is not a small decision. It requires time, focus and commitment – particularly in a profession where trust, knowledge and judgement matter.