MC Trustees was founded in 1986 and provides pension administration and trustee services to over 1,500 SIPP and SSAS clients with over £400 million of assets under administration. Based in Hampton-in-Arden in the West Midlands and employing 26 staff, the business specialises in the provision of personal service and strong technical advice.
In addition, its subsidiary MC Malta operates Qualifying Recognised Overseas Pension Schemes (“QROPS”), providing pension arrangements suitable for expatriates from the UK or people who have earned a pension in the UK and now live abroad.
Ian Mattioli, Chief Executive of Mattioli Woods, said:
“This is another important step forward for Mattioli Woods, as we continue to expand our operations. MC Trustees is a great fit culturally and strategically, serving a similar client base to our existing business, while complementing our current operations in the East Midlands”.
“The MC Trustees team has a proven ability to win high-quality new business and the transaction gives us an exciting new distribution channel for Mattioli Woods’ services. I believe this will strengthen our position in a market that is continuing to consolidate.”
Martin Cadman, MC Trustees’ Managing Director, added:
“We are excited to become part of the Mattioli Woods group and believe this transaction benefits our clients, employees and partners.”
Ian Mattioli, Chief Executive of Mattioli Woods, said:
“This is another important step forward for Mattioli Woods, as we continue to expand our operations. MC Trustees is a great fit culturally and strategically, serving a similar client base to our existing business, while complementing our current operations in the East Midlands”.
“The MC Trustees team has a proven ability to win high-quality new business and the transaction gives us an exciting new distribution channel for Mattioli Woods’ services. I believe this will strengthen our position in a market that is continuing to consolidate.”
Martin Cadman, MC Trustees’ Managing Director, added:
“We are excited to become part of the Mattioli Woods group and believe this transaction benefits our clients, employees and partners.”
You can read the full market release below:
