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Solicitor Partnerships

Supporting solicitors through joined-up financial planning.

Legal decisions and financial decisions are rarely separate.

A client updating their will may also be thinking about Inheritance Tax (IHT). A divorce settlement can reshape retirement plans while a business sale often creates wider conversations around investment, succession and long-term wealth planning.

These are rarely isolated moments, they’re connected.

At Mattioli Woods, we work closely with solicitors across private client, family, conveyancing, corporate and commercial law – helping support clients through the wider financial implications of important life and business decisions.

Because often, the best client outcomes happen when legal and financial advisers work together.

Professional relationships built on trust

Professional relationships take years to build and seconds to damage. We understand that when a solicitor introduces a client, they’re placing their reputation, trust and client relationship in our hands. That responsibility matters.

Our approach is deliberately collaborative and long term:

Respecting the existing client relationship
Communicating clearly and professionally
Working within defined professional boundaries
Helping clients feel supported rather than overwhelmed

We don’t believe in transactional introductions.

We believe in building long-term professional relationships based on consistency, reliability and doing the right thing for clients over time.

Some relationships remain informal and collaborative. Others evolve into more structured long-term partnerships supported by agreed referral processes, shared client servicing standards and ongoing relationship management.

We also utilise technology platforms such as RQ to help manage referrals, communication and relationship oversight in a more structured and transparent way.

How we support solicitors and their clients

We support solicitors across a broad range of client situations where legal and financial planning naturally intersect.

Private client, estate planning and family wealth

We regularly work alongside private client solicitors where clients require joined-up thinking around Inheritance Tax (IHT) planning, trusts, estate planning and intergenerational wealth considerations.

This can involve helping families think through succession, later-life planning, gifting strategies and long-term financial security alongside the legal structures already being put in place.

We also support clients navigating divorce, separation and other significant life changes where pension planning, investment decisions and long-term financial confidence become increasingly important.

Our role is not to replace the legal advice being provided, but to complement it – helping clients understand the wider financial picture with greater clarity and confidence.

Corporate, commercial and business owner planning

Business transactions often create wider financial planning considerations.

We work alongside corporate and commercial solicitors supporting business owners, entrepreneurs and senior professionals through conversations around:

Succession and exit planning
Shareholder considerations
Investment and wealth structuring
Retirement planning
Protection considerations
Long-term family wealth planning

Because for many clients, the transaction itself is only one part of a much bigger financial decision.

Commercial property, pensions and long-term planning

Commercial property decisions often involve far more than the transaction alone.

With deep heritage in SIPPs and SSASs, Mattioli Woods has long supported business owners, entrepreneurs and professional clients where pensions and commercial property planning intersect.
We regularly work alongside solicitors where clients are considering:

Acquiring commercial property through SIPPs or SSASs
Pension-led funding opportunities
Business premises planning
Property ownership structuring
Succession and exit planning
Long-term retirement and wealth considerations

These situations are often technically complex and involve legal, tax and financial planning considerations simultaneously, making joined-up professional collaboration particularly important.

Vulnerable clients and later-life considerations

Some of the most sensitive client situations require particularly joined-up thinking.

We regularly support solicitors and families where there are vulnerable client considerations, powers of attorney, later-life care planning needs or complex intergenerational family dynamics.

In these situations, communication, clarity and long-term trust matter enormously.

Why solicitors work with Mattioli Woods

Joined-up financial planning with governed investment expertise

Clients increasingly need more than isolated advice. They need joined-up thinking across legal, financial, investment and long-term planning decisions.

At Mattioli Woods, our advisers combine structured financial planning with access to a carefully governed range of investment and planning solutions designed to support differing client needs, objectives and levels of complexity.

Rather than presenting clients with an overwhelming marketplace of disconnected options, our approach focuses on curated solutions, institutional investment oversight and long-term suitability – helping clients make clearer, more confident decisions over time.

For solicitors, this often provides reassurance that clients are receiving advice within a disciplined, professionally governed framework aligned to long-term outcomes rather than short-term transactions.

A salaried advice model focused on clients

Our advisers are fully salaried, with no incentives tied to selling products or generating transactions.

That matters because advice remains focused on doing what is genuinely right for the client over the long term.

For solicitors, that creates greater alignment, consistency and confidence in the client experience.

A national wealth management firm built on long-term relationships

More than 35 years ago, Ian Mattioli MBE DL Hon LLD and Bob Woods MBE founded Mattioli Woods with a belief that financial advice should solve problems, simplify complexity and help people feel more confident about their future.

That belief still shapes how we work today.

Today, more than 200 salaried advisers support over 30,000 clients across the UK, overseeing more than £25 billion of assets under management, administration and advice.

Many of our advisers are deeply connected within their local professional communities, working closely with solicitors over many years to support shared clients through joined-up legal and financial conversations.

These relationships are often genuinely reciprocal. As trust develops and clients receive consistently positive outcomes, referrals naturally flow both ways – built not through obligation, but through confidence in each other’s standards, communication and long-term approach.

Because ultimately, the strongest professional partnerships are built gradually, through trust, consistency and doing the right thing for clients over time.

Educational support and collaboration

We believe professional relationships should create value beyond referrals alone.

That’s why we regularly support solicitors and legal firms through:

Educational seminars and webinars for clients
CPD-style sessions
Professional insight content
Inheritance tax and estate planning discussions
Retirement and later-life planning conversations
Commercial property and pension-led planning insight
Collaborative client events and learning

Through initiatives such as the Mattioli Woods Briefing Series, we also explore wider themes around leadership, high performance, client communication and the evolving challenges facing modern professional services firms.

Frequently asked questions about solicitor partnerships

Are Mattioli Woods advisers independent or restricted?

Mattioli Woods provides restricted financial advice.

This means our advisers work within a carefully governed and curated advice framework designed to support consistent client outcomes across a broad range of financial planning and investment needs.

For many professional firms, the focus is less on whether advice is classified as independent or restricted, and more on the quality of planning, governance, technical expertise, communication and long-term client outcomes being delivered.

Our approach combines:

Structured financial planning
Salaried advisers
Institutional investment oversight
Curated investment solutions
Long-term relationship management

This allows us to provide advice within a disciplined and professionally governed framework aligned to clients’ wider objectives and circumstances.

How do legal firms assess financial planning referral relationships?

Many legal firms undertake formal due diligence before entering professional referral relationships.

This can include reviewing:

regulatory permissions and FCA authorisation
adviser qualifications and expertise
governance and compliance frameworks
client servicing standards
investment oversight
professional indemnity arrangements
how client outcomes are monitored and supported

We understand the importance of these processes and regularly work with legal and compliance teams as part of establishing long-term professional relationships.

Because ultimately, successful professional partnerships are built on transparency, trust and confidence in the client experience being delivered.

What types of solicitors do you work with?

We work with private client, family, conveyancing, corporate and commercial solicitors, as well as firms supporting vulnerable clients and powers of attorney.

Do you support commercial property and pension-led planning?

Yes. Mattioli Woods has deep expertise in SIPPs, SSASs and commercial property planning, supporting clients and professional advisers through technically complex pension and property-related decisions.

Do you replace the solicitor-client relationship?

Never. Our role is to complement the legal advice being provided and support the wider financial planning considerations where appropriate.

Can you support educational or CPD-style events?

Yes. We regularly support firms through webinars, seminars, educational content and collaborative events.

How do referrals and introductions work?

Every professional relationship is different.

Some professional connections simply collaborate with us occasionally on shared client situations. Others develop more structured long-term partnerships involving ongoing introductions, educational activity and reciprocal client support.

Where formal referral arrangements are in place, these are managed transparently and compliantly through clearly documented processes and referral agreements.

We also utilise the RQ platform to help manage referrals, communication, audit trails and relationship oversight – helping ensure a more consistent and professional experience for both clients and professional connections.

Our focus is always on building long-term relationships based on trust, communication and positive client outcomes rather than transactional introductions alone.

Building stronger professional relationships

The strongest professional relationships are built gradually – through trust, consistency and shared commitment to doing the right thing for clients over time.

Whether you are supporting clients through estate planning, family wealth considerations, business succession, commercial property decisions or broader long-term financial planning conversations, we would be happy to start a conversation.

Because often, the best client outcomes happen when legal and financial advisers work together.

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