Get in touch
Get in touch
Find an adviser

Contact Mattioli Woods

For more information or to arrange a meeting to discuss your specific needs, please contact us via email at [email protected], or alternatively, please call us at 0333 034 4110.

 

    I'm happy to receive marketing materials
    I consent that my data will be handled in line with our Privacy Policy.

    Find your adviser

    For existing clients, please search for your consultant “by adviser”.

    New to Mattioli Woods? If you have been recommended a specific adviser, please search by adviser. You can also search by service or by location.

     

    Home / Services / Individuals

    < Back

    Services for Individuals

    This page contains information about the range of services available to individuals through Mattioli Woods. Here, you can explore tailored solutions designed to support personal financial planning, wealth management, pensions, investments, and long-term financial well-being.

    Here you’ll find information about the services for individuals.

    Our Services

    Financial Planning

    Financial planning is key to achieving your long-term financial security and peace of mind. Our expert financial advisers are here to guide you every step of the way.

    Nilay Joshi

    Retirement

    What does your ideal retirement look like? Luxury holidays, spending more time with your children and grandchildren, buying that holiday home, taking up a new hobby or eating out regularly?

    Retirement

    Inheritance Tax Planning

    Planning for the next generation and the potential impact of Inheritance Tax (IHT) is important in wealth planning.

    ISAs

    Protection Planning

    Protecting the life you are building. Most financial plans focus on helping people achieve their goals – building wealth, buying a home, raising a family, or planning for retirement.

    Tax Planning

    Tax planning is not about avoiding tax. It is about making informed, legitimate decisions so your money is structured efficiently and aligned to your wider financial plan.

    Business Protection

    Financial Reviews

    Financial planning is not something that should be done once and forgotten. Life changes. Priorities evolve. Markets move. Tax rules change. Opportunities emerge. Good financial planning needs to adapt alongside them.

    Mortgages and Lending

    For many people, a mortgage will be one of the largest financial commitments they ever make.

    MW Service Image

    Investment Management

    Curated investment solutions built around your goals

    Find out how the Mattioli Woods team can help you today!

    Contact
    Default mobile image for Mattioli Woods footer