Acquisitions

MATTIOLI WOODS ACQUIRES LANCASHIRE FIRM TAYLOR PATTERSON

Mattioli Woods plc, the specialist wealth management and employee benefits business, has welcomed Taylor Patterson to its group. Mattioli Woods is one of the UK’s leading providers of pension consultancy and wealth management services and its purchase of the Preston-based firm (as of 9 September 2015) adds to its existing network of offices which includes Aberdeen, Buckingham, Glasgow, Leicester, London and Newmarket.

9 September 2015
2 minutes

Mattioli Woods plc, the specialist wealth management and employee benefits business, has welcomed Taylor Patterson to its group. Mattioli Woods is one of the UK’s leading providers of pension consultancy and wealth management services and its purchase of the Preston-based firm (as of 9 September 2015) adds to its existing network of offices which includes Aberdeen, Buckingham, Glasgow, Leicester, London and Newmarket.

Ian Mattioli, Chief Executive of Mattioli Woods said, “This acquisition is an important step for Mattioli Woods, as we continue to expand our operations. Taylor Patterson is a great fit culturally and strategically, serving a similar client base to our existing business, while expanding our geographic footprint into the North West of England”.

Gillian Bardin, Taylor Patterson’s Managing Director said, “We are all very excited about this next chapter in the Taylor Patterson story. As we have got to know the team at Mattioli Woods we are certain that we share the same culture and values in building long term relationships with clients and professional introducers. We are looking forward to continuing to deliver clear, flexible and high-quality client focused financial solutions whilst introducing the new possibilities being part of the Mattioli Woods group brings.”

Mattioli Woods has seen strong growth in its core pension and wealth management business, with the Government’s new pension freedoms creating an additional demand for high-quality advice. The acquisition of Taylor Patterson follows an impressive trading update in September 2015. The Group’s total client assets under management, administration and advice increased by 16.8% to £5.41 billion. This has led to increased job opportunities for experienced hires across all seven UK locations including Taylor Patterson, as the business moves into this next phase of expansion.

You can read the full market release below:

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