2023
Acquired majority stake in White Mortgages Limited
Acquired Doherty Pension & Investment Consultancy Limited
2022
Assets under advice and administration exceed £15 billion
Custodian REIT plc renamed to Custodian Property Income REIT plc
2021
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
2020
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
2019
Acquired SSAS Solutions
Assets under advice and administration exceed £9.4bn
Acquired The Turris Partnership Limited
2018
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
2017
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
2016
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
2015
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
2014
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
2013
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
2012
Appointed to operate The Pilgrim SIPP
Assets under advice and administration exceed £3bn
Turnover exceeded £20m and portfolio management service launched
2011
Acquired Kudos, an employee benefits consultancy
Celebrated our 20th anniversary
2010
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
2008
Turnover exceeded £10m
Acquired the JB Group
2007
Ian Mattioli and Bob Woods jointly won AIM Entrepreneur of the year
Funds under trusteeship exceeded £1bn
Acquired Pension Consulting Limited
2006
Developed structured product initiative
Acquired Suffolk Life SSAS portfolio
2005
Admission to AIM
Moved to Grove Park, Leicester
First acquisition – The Geoffrey Bernstein portfolio
2003
Mattioli Woods Pension Consultant Limited incorporated
2002
Launched syndicated property investment initiative
1998
First graduate recruit qualified as a consultant
Moved to larger offices in Leicestershire
1997
£1m turnover exceeded
1995
Launched the Mattioli Woods SIPP
1993
The 2nd in the UK for new SSAS instructions
1992
Initiated graduate recruitment model
1991
Mattioli Woods Pension Consultants formed
