We set out to challenge the status quo over 30 years ago from a converted garage in Leicester. We now employ more than 900 people at locations across the UK and have passed some pretty impressive milestones.
Ian Mattioli and Bob Woods set out to challenge the status quo 30 years ago from a converted garage in Leicester. Mattioli Woods now employs more than 800 people and have passed some pretty impressive milestones.
Hear Ian and Bob talk about those early garage days through to their thoughts on the future in this three part series.
Mattioli Woods now finds itself as one of the UK’s leading providers of pension consultancy and wealth management services. We advise over 11,000 clients throughout the UK, with assets under advice and administration in excess of £15 billion.
In our first year of trading, the company employed just three people and achieved a modest turnover. Today, it has a workforce of over 800 and revenues of over £108 million.
Assets under advice and administration exceed £15 billion
Custodian REIT plc renamed to Custodian Property Income REIT plc
Acquired Montagu Limited
Hurley Partners Rebrand as Mattioli Woods
Acquired Pole Arnold Financial Management Limited
Acquired Caledonia Asset Management Limited
SSAS Solutions (UK) Limited Rebrand as Mattioli Woods
Assets under advice and administration exceed £12bn
Delivering an uninterrupted service to clients during the COVID-19 pandemic
Building capacity to enhance existing client service and drive future growth
Continued investment in technology, compliance and training
Strategic acquisition of Hurley Partners Limited
New five-year deal with Leicester Tigers that saw the stadium rebrand as Mattioli Woods Welford Road
Acquired SSAS Solutions
Assets under advice and administration exceed £9.4bn
Acquired The Turris Partnership Limited
Assets under advice and administration exceeded £8.7bn
Acquired Broughtons Financial Planning Ltd
Taylor Patterson officially renamed to Mattioli Woods plc
City Trustees officially renamed to Mattioli Woods plc
Moved to New Walk, Leicester
Ian Mattioli and Bob Woods awarded MBEs
First series of educational films released
Launches first Remote Year programme
Assets under advice and administration exceed £7.5bn
Acquired 49% stake in Amati Global Investors Limited
Investors in People Accreditation until 2019
Won best wealth management advisor award at Money Marketing awards
Acquired Maclean Marshall Healthcare
New three-year sponsorship of rugby giants, Leicester Tigers
Won Leicester Mercury 25 years of business excellence award
Raised over £80k for national charity, Breast Cancer Now
Turnover exceeded £40m
Acquired MC Trustees
Mattioli Woods rates ‘A’ in financial stability table
Launches Mattioli Woods website
Opened new Manchester office
Acquired Torquil Clark pension business
Acquired Boyd Coughlan Ltd
Acquired Taylor Patterson
Claimed top spot on the Insider league table of Midlands SMEs
Ranked no.1 on PAM’s top 10 fastest growing managers by % over 3 years
Turnover exceeded £30m
Assets under advice and administration reach £6bn
Acquired Lindley Group Ltd pension business
Launch of Custodian REIT plc on the main market of the London Stock Exchange
Kudos Financial Services and Atkinson Bolton Consulting change name to Mattioli Woods plc
Acquired UK Wealth Management pension business
Recognised as one of Leicestershire’s top 200 companies
Appointed to operate HD SIPP
Acquired Ashcourt Rowan plc, a pension administration business
Acquired Atkinson Bolton Consulting
Assets under advice and administration exceed £4bn
Appointed to operate The Pilgrim SIPP
Assets under advice and administration exceed £3bn
Turnover exceeded £20m and portfolio management service launched
Acquired Kudos, an employee benefits consultancy
Celebrated our 20th anniversary
Winners of the Leicester Business Awards 2010: Success Through People
Launched the Shariah SIPP
SSAS/SIPP portfolio exceeded 3,000 schemes
Acquired CP Pensions
Appointed to operate The Freedom SIPP
Acquired City Trustees and London office
Turnover exceeded £10m
Acquired the JB Group
Ian Mattioli and Bob Woods jointly won AIM Entrepreneur of the year
Funds under trusteeship exceeded £1bn
Acquired Pension Consulting Limited
Developed structured product initiative
Acquired Suffolk Life SSAS portfolio
Admission to AIM
Moved to Grove Park, Leicester
First acquisition – The Geoffrey Bernstein portfolio
Mattioli Woods Pension Consultant Limited incorporated
Launched syndicated property investment initiative
First graduate recruit qualified as a consultant
Moved to larger offices in Leicestershire
£1m turnover exceeded
Launched the Mattioli Woods SIPP
The 2nd in the UK for new SSAS instructions
Initiated graduate recruitment model
Mattioli Woods Pension Consultants formed
