Having a good relationship with your client is crucial. We understand this, and that is why we offer personalised services to help you enhance and support your existing relationships. We have a team of experienced consultants who are allocated their own professional connections. They will be your first point of contact for any enquiries, making it easier for you to communicate with us.
Since 1991, Mattioli Woods has specialised in pension planning, self-investment and wealth management. Fundamental to our success is the internal structure that enables us to provide tailored, technical, and professional services to our clients and also our introducers.
For administration-only services, your clients will be managed by a separate division of our group, ensuring there is no conflict of interest and roles are clearly identified.
We are dedicated to our external professional advisers to provide further guidance and support on the services we provide.
The following will give you an overview of what our dedicated administration team provide as a service and our key values, but in no way covers everything, so we would urge you to get in touch. We are keen to speak to IFAs who have clients looking for pension solutions and would benefit from an experienced and pro-active scheme administrator to look after their SIPP or SSAS wrapper. We value your input and look to build strong relationships along the way, our affiliation is extremely important to us.
Get in touch with a member of the Mattioli Woods team below. We are always on hand to assist.
Talk to usAt Mattioli Woods, we understand that investment recommendations are bespoke to each client. For some clients, a simple investment platform suits their needs, others will be keen to invest in commercial property or loanbacks while for a few, non-standard investments or Unregulated Collective Investment Schemes (UCIS) may form an important part of their pension planning.
Within a Mattioli Woods pension, we offer investment flexibility as we are not tied to any one investment company enabling us to accommodate your investment solutions for your client. We operate a risk-based approach so due diligence, limits and fees vary depending on the kind of investment being considered.
Unlike a lot of other providers, we continue to allow some investments that are classically seen as ‘non-standard’ for those clients where these are suitable, and as such, will offer greater investment diversification for your clients.
If you would like to discuss our approach or to find out more, please get in touch.
As an experienced pro-active third-party provider, Mattioli Woods fully understands and recognises the value of the relationship an IFA has with their clients. We are dedicated in providing the highest level of service that works alongside an IFA’s needs in achieving the best outcomes for our mutual clients. We fully respect the existing relationship the adviser has and provide a trusted long-established supporting administration service through a dedicated client relationship manager. Mattioli Woods is committed to helping advisers develop and build their clients’ long-term pension planning needs in a flexible and forward-thinking environment.
Through our wider business structure we have a unique insight into the vital role an adviser and their team has with clients. This experience and technical resources allow Mattioli Woods to provide a wealth of resources that IFAs can benefit from. As such, we are able to work with you, and structure your clients’ pension schemes in line with what they want to achieve, rather than simply respond to requests with no technical/supportive input.
At Mattioli Woods, we offer a unique bespoke administration service to UK and overseas IFAs to support and administer your clients’ pension requirements in a self-invested environment. Our culture revolves around the client being at the heart of everything we do and being able to provide a one-to-one contact via dedicated client relationship managers for each and every client. This differs from a number of other providers who do not provide dedicated contacts or support and is something we believe is vitally important when looking after your clients’ pension assets.
We pride ourselves on our staff and their extensive technical training, together with Group wide specialists and technical experts to support and guide our IFAs and resolve any complex queries that may arise in their pensions’ lifetime.
The IFAs we deal with are important to us and we take every step to nurture that relationship to support each other in meeting the clients’ expectations. We are here to listen, take on board your requirements and work with you, to find the best retirement solutions for your clients.
Your relationship with your client is important and by offering a personalised service, we will look at ways in which we can work with you to enhance and support your existing relationship. Our professional connections are each allocated one of our experienced consultants who will be your first point of contact for any enquiries.
As well as offering ongoing technical support on new and existing legislation, to both existing and new clients, our team is also available to assist with those ‘out of the box’ solutions. Each consultant will look to work with you to ensure that the ‘pensions’ or ‘wealth’ solution interacts with any planning you already have in place for your client and you can choose how involved you wish to be in this area of the management of your client’s affairs.
To keep you updated on the changes in pension legislation as well as the challenges and opportunities that arise from them, we run nationwide seminar and webinar programmes aimed specifically for accountants and solicitors. We are also able to run joint initiatives with you to update your clients either at your offices or at a location convenient to you.
We distribute regular e-communications to professional contacts, highlighting up-to-date news in the areas of wealth, pensions, investments and employee benefits. If you would like to be included on our mailing list, please contact us.
Throughout the year, we attend many exhibitions showcasing our products and services, from Accountex to general business exhibitions. We are always on hand to provide information on how we can help you and your business.
We are committed to developing relationships with accountants and solicitors who may wish to use or promote our services to their existing clients. If you would like to discuss partnership opportunities, please email us at info@mattioliwoods.com and one of our consultants will give you a call or arrange a meeting.
We look forward to hearing from you and building a mutually beneficial relationship.
Get in touch with us here.
