Mattioli Woods acquires Doherty Pension & Investment Consultancy Limited

Mattioli Woods is pleased to announce the acquisition of 100% of the share capital of Doherty Pension & Investment Consultancy Limited for a total consideration of up to £15.048 million inclusive of deferred consideration and contingent payments.

20 April 2023

Founded in 1985, Doherty’s is an established financial planning and wealth management business with specialist pension expertise and a discretionary investment management offering. Based in central Belfast, Doherty’s is one of the largest financial planning practices in Northern Ireland working with over 1,300 clients and with assets under management of circa £625 million.

The business employs 31 staff, with all of Doherty’s experienced team being retained by Mattioli Woods following the acquisition, strengthening Mattioli Woods’ position as the only SSAS and SIPP operator based in Northern Ireland. 

Discussing the acquisition, Michael Wright, Group Managing Director of Mattioli Woods commented:

“We are delighted to welcome Terry, Alan, John and their team into the Group. Doherty’s share our passion for delivering exceptional client outcomes and going the extra mile.

There are many complementary elements between our businesses, with both enjoying high levels of technical and specialist pension expertise as well as offering discretionary portfolio management. The addition of the Doherty’s team will add further capacity within the financial planning teams, allowing us to continue developing our product offering, accelerate growth and to continue providing clients with the proactive advice and bespoke investment solutions they require.”

Terry Lappin, Managing Director of Doherty’s, added:

“We are delighted to be joining the Mattioli Woods Group as the synergy between our companies was obvious from our very first discussion. This can only improve our client offering and we are looking forward with enthusiasm to what can be achieved”. 

The full RNS release can be found here.

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