Our history

We set out to challenge the status quo over 30 years ago from a converted garage in Leicester. We now employ more than 600 people at locations across the UK and have passed some pretty impressive milestones.

From humble beginnings

Mattioli Woods now finds itself as one of the UK’s leading providers of pension consultancy and wealth management services. We advise over 10,000 clients throughout the UK, with assets under advice and administration in excess of more than £10billion (six-months ended 30 November 2020).

In our first year of trading, the company employed just three people and achieved a modest turnover. Today, it has a workforce of over 600 and revenues of over £58 million.


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

Launched new Structured Products Fund website


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

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