We are thrilled and honoured to join so many deserving winners, nominees, celebrities and staff of the British Heart Foundation this evening and celebrate with you.
In response to hearing a powerful statement from the BHF about giving us all more time with the ones we love, Ian Mattioli MBE, Chief Executive Officer at Mattioli Woods said, “if we can assist with that it can only be a good thing”. Sponsoring the Heart Hero Awards tonight will honour those who have truly saved the lives of others, through their actions as well as some amazing fundraising – our Heroes!
As a leading UK provider of wealth management and employee benefits services, Mattioli Woods prides itself in building longstanding relationships and providing a highly personalised and trusted service to over 11,000 clients. If we can be of personal service to you in your financial planning or employee benefits needs, please get in touch for a free consultation.
We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a bespoke, balanced financial plan.
Our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. This will include our own discretionary portfolio management (DPM), SIPP, and SSAS solutions and potentially a recommended choice of offerings from other firms supported by unbiased, rigorous research.
At Mattioli Woods, we also provide employee benefit solutions, whether off the shelf or designed especially for your business. These can help you achieve the right mix to attract, motivate, retain, and engage the best team. We also provide financial education for employees which are seen as another ‘perk’ in a competitive world.
In May 2017, Ian Mattioli and Bob Woods were presented with MBEs in an investiture ceremony at Buckingham Palace, named as recipients of the awards in the New Year’s Honours List in recognition of their ‘services to business and the community’.
Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority.