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.

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

Launched new Structured Products Fund website

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

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