# Mattioli Woods: Intelligent financial solutions > Mattioli Woods offers a range of wealth management solutions\. Whether you're here for you and your family, your business or your clients, we can help\. Generated by Yoast SEO v28.1, this is an llms.txt file, meant for consumption by LLMs. ## Pages - [About us](https://mattioliwoods.com/about-us/) - [Contact](https://mattioliwoods.com/contact-us/) - [Regulatory and Legal Information](https://mattioliwoods.com/regulatory-legal-information/) - [Privacy policy](https://mattioliwoods.com/privacy-policy/) - [Employee Benefits](https://mattioliwoods.com/employee-benefits/) - [Careers](https://mattioliwoods.com/careers/) - [Mattioli Woods Financial Adviser Academy](https://mattioliwoods.com/careers/trainee-consultant-academy/) - [Introducers](https://mattioliwoods.com/introducers/) - [Events](https://mattioliwoods.com/events/) - [Resource Centre](https://mattioliwoods.com/resource-centre/) - [Charities \& ESG](https://mattioliwoods.com/about-us/charities-esg/) - [Client Logins](https://mattioliwoods.com/logins/) - [Children's future](https://mattioliwoods.com/services/childrens-future/) - [Retirement](https://mattioliwoods.com/services/retirement/) - [Protecting My Family](https://mattioliwoods.com/services/family-protection-insurance-solutions/) - [Pension options](https://mattioliwoods.com/services/retirement/pension-options/) - [Individual Savings Accounts](https://mattioliwoods.com/services/investments/isas/) - [JISAs](https://mattioliwoods.com/services/investments/isas/junior-individual-savings-accounts-jisas/) - [Venture Capital Trusts \(VCTs\)](https://mattioliwoods.com/services/investments/venture-capital-trusts/) - [Trust planning: Secure your family’s future](https://mattioliwoods.com/services/family-protection-insurance-solutions/trust-planning/) ## Posts - [Care costs dominate retirement concerns with most over\-55s unprepared for Inheritance Tax hit](https://mattioliwoods.com/care-costs-dominate-retirement-concerns-with-most-over-55s-unprepared-for-inheritance-tax-hit/) - [Mattioli Woods Appoints Sheelagh Bailey as Chief Information Officer](https://mattioliwoods.com/mattioli-woods-appoints-sheelagh-bailey-as-chief-information-officer/) - [Most wealth will still be passed on after death despite widespread inheritance disputes reported](https://mattioliwoods.com/most-wealth-will-still-be-passed-on-after-death-despite-widespread-inheritance-disputes-reported/) - [Monthly Market Commentary \- July 2026](https://mattioliwoods.com/monthly-market-commentary-july-2026/) - [Mattioli Woods expands Retiring Adviser programme with acquisition of KRD Financial Advisers](https://mattioliwoods.com/mattioli-woods-expands-retiring-adviser-programme-with-acquisition-of-krd-financial-advisers/) ## Resources - [Mattioli Woods Inheritance Brochure July 2026](https://mattioliwoods.com/mw-resource/mattioli-woods-inheritance-brochure-july-2026/) - [FP Mattioli Woods Passive Adventurous](https://mattioliwoods.com/mw-resource/fp-mattioli-woods-passive-adventurous/) - [FP Mattioli Woods Passive Growth](https://mattioliwoods.com/mw-resource/fp-mattioli-woods-passive-growth/) - [FP Mattioli Woods Passive Balanced](https://mattioliwoods.com/mw-resource/fp-mattioli-woods-passive-balanced/) - [FP Mattioli Woods Passive Cautious](https://mattioliwoods.com/mw-resource/fp-mattioli-woods-passive-cautious/) ## Testimonials - [Philip Thompson \- Event](https://mattioliwoods.com/mw-testimonial/philip-thompson-event/) - [Mr Stephen Alan Summers \- Mattioli Woods client](https://mattioliwoods.com/mw-testimonial/peter-waterfield-p-w-financial-management-limited/) - [Mr Colin Turkington \- Mattioli Woods client](https://mattioliwoods.com/mw-testimonial/john-pullin-alan-boswell-company-ltd/) - [Mr Richard Cooper \- Mattioli Woods client](https://mattioliwoods.com/mw-testimonial/tony-holmes-event/) ## Advisers - [Shane Stodd](https://mattioliwoods.com/find-an-adviser/shane-stodd/) - [Jacqui Kyle](https://mattioliwoods.com/find-an-adviser/jacqui-kyle/) - [Iain Scott](https://mattioliwoods.com/find-an-adviser/iain-scott/) - [Sean Westwood](https://mattioliwoods.com/find-an-adviser/sean-westwood/) - [Eve Allum](https://mattioliwoods.com/find-an-adviser/eve-allum/) ## Board Members - [Michael Wright](/investor-relations/board-and-committees/michael-wright/) - [Peter Coleman](https://mattioliwoods.com/investor-relations/board-and-committees/peter-coleman/) - [Peter Mann](https://mattioliwoods.com/investor-relations/board-and-committees/peter-mann/) - [Ian Mattioli MBE DL Hon LLD](https://mattioliwoods.com/investor-relations/board-and-committees/ian-mattioli-mbe/) - [Scott Stevens](https://mattioliwoods.com/investor-relations/board-and-committees/scott-stevens/) ## People - [Emma Butler](https://mattioliwoods.com/about-us/our-people/emma-butler/) - [Stephanie Vassallo](https://mattioliwoods.com/about-us/our-people/stephanie-vassallo/) - [Matilda Davison](https://mattioliwoods.com/about-us/our-people/matilda-davison/) - [Jamie Clark](https://mattioliwoods.com/about-us/our-people/jamie-clark-2/) - [Thomas Dennis](https://mattioliwoods.com/about-us/our-people/thomas-dennis/) ## Insights - [Small changes, big impact \- building healthier habits at work](https://mattioliwoods.com/insights/small-changes-big-impact-building-healthier-habits-at-work/) - [Why men don't engage with benefits until it's too late](https://mattioliwoods.com/insights/why-men-dont-engage-with-benefits-until-its-too-late/) - [The mid\-year money moment: are your employees financially well?](https://mattioliwoods.com/insights/the-mid-year-money-moment-are-your-employees-financially-well/) - [The small financial habit that makes a big difference](https://mattioliwoods.com/insights/the-small-financial-habit-that-makes-a-big-difference/) - [The conversations clients avoid are usually the ones that matter most](https://mattioliwoods.com/insights/the-conversations-clients-avoid-are-usually-the-ones-that-matter-most/) ## Webinars - [Life Beyond The Numbers \- Episode 2](https://mattioliwoods.com/webinars/life-beyond-the-numbers-episode-2/) - [Life Beyond The Numbers \- Episode 1](https://mattioliwoods.com/webinars/life-beyond-the-numbers-episode-1/) - [Introducing Life Beyond The Numbers](https://mattioliwoods.com/webinars/introducing-life-beyond-the-numbers/) - [Post\-Budget webinar 2025](https://mattioliwoods.com/webinars/post-budget-webinar-2025/) - [Business exits: Managing your legacy – Webinar recording](https://mattioliwoods.com/webinars/business-exits-managing-your-legacy-webinar-recording/) ## Events - [Rothley10K 2027](https://mattioliwoods.com/events/rothley10k-2027/) - [Hope's Annual Golf Day](https://mattioliwoods.com/events/hopes-annual-golf-day/) - [The cHeRries Awards and Conference](https://mattioliwoods.com/events/the-cherries-awards-and-conference/) ## IR Reports - [2020 \- Interim Report](https://mattioliwoods.com/mw-ir-report/2020-interim-report/) - [2021 \- Annual Report](https://mattioliwoods.com/mw-ir-report/2021-annual-report/) - [2021 \- Interim Report](https://mattioliwoods.com/mw-ir-report/2021-interim-report/) - [2022 \- Annual Report](https://mattioliwoods.com/mw-ir-report/2022-annual-report/) - [2022 \- Interim Report](https://mattioliwoods.com/mw-ir-report/2022-interim-report/) ## Categories - [General News](https://mattioliwoods.com/category/general-news/) - [About Mattioli Woods](https://mattioliwoods.com/category/about-mattioli-woods/) - [Acquisitions](https://mattioliwoods.com/category/acquisitions/) - [Investor relations](https://mattioliwoods.com/category/investor-relations/) - [Partnerships](https://mattioliwoods.com/category/partnerships/) ## Resource Categories - [Investments](https://mattioliwoods.com/resource-centre/categories/asset-management/) - [Employee Benefits](https://mattioliwoods.com/resource-centre/categories/employee-benefits/) - [Key Features and Terms](https://mattioliwoods.com/resource-centre/categories/key-features-and-terms/) - [Newsletters](https://mattioliwoods.com/resource-centre/categories/newsletters/) - [Helpful documents](https://mattioliwoods.com/resource-centre/categories/helpful-documents/) ## Resource Topics - [Key Investor Information Documents](https://mattioliwoods.com/resource-centre/topics/key-investor-information-documents/) - [Fact Sheets](https://mattioliwoods.com/resource-centre/topics/fact-sheets/) - [Terms and Conditions](https://mattioliwoods.com/resource-centre/topics/terms-and-conditions/) - [Brochures](https://mattioliwoods.com/resource-centre/topics/brochures/) - [EB Bulletin](https://mattioliwoods.com/resource-centre/topics/the-eb-bulletin/) ## Adviser Locations - [Leicester](https://mattioliwoods.com/contact-us/locations/leicester-financial-planning-advice-near-you/) - [London \(Gutter Lane\)](https://mattioliwoods.com/contact-us/locations/london-financial-planning-advice-near-you/) - [Stockport](https://mattioliwoods.com/contact-us/locations/stockport-financial-planning-advice-near-you/) - [Southport](https://mattioliwoods.com/contact-us/locations/southport-financial-planning-advice-near-you/) - [Edinburgh](https://mattioliwoods.com/contact-us/locations/edinburgh-financial-planning-advice-near-you/) ## Adviser Services - [Wealth Management](https://mattioliwoods.com/find-an-advisor/services/wealth-management/) - [Employee Benefits](https://mattioliwoods.com/find-an-advisor/services/employee-benefits/) ## Board Positions - [Non\-Executive Director](https://mattioliwoods.com/mw-board-member-titles/non-executive-director/) - [Director](https://mattioliwoods.com/mw-board-member-titles/director/) - [Managing Director of Client Investment Solutions](https://mattioliwoods.com/mw-board-member-titles/managing-director-of-client-investment-solutions/) - [Group Managing Director \(Delivery\)](https://mattioliwoods.com/mw-board-member-titles/group-managing-director-delivery/) - [Group Managing Director \(Growth\)](https://mattioliwoods.com/mw-board-member-titles/group-managing-director-growth/) ## Insight Categories - [General Insights](https://mattioliwoods.com/insights/categories/general-insights/) - [Financial planning](https://mattioliwoods.com/insights/categories/financial-planning/) - [Employee Benefits](https://mattioliwoods.com/insights/categories/employee-benefits/) - [Wellbeing](https://mattioliwoods.com/insights/categories/wellbeing/) - [Pensions](https://mattioliwoods.com/insights/categories/pensions/) ## Webinar Categories - [BUSINESS COMMUNITY](https://mattioliwoods.com/webinars/categories/business-community/) - [CLIENTS AND FRIENDS](https://mattioliwoods.com/webinars/categories/clients-and-friends/) ## Event Categories - [Business Community](https://mattioliwoods.com/events/categories/business-community/) ## Optional - [Sitemap index](https://mattioliwoods.com/sitemap_index.xml)