Company Profile

Events attending

  • London Networking Event - Urbano Networking networking evening in London

    Wednesday Jan 29th 2020

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Events attended

  • Urbano Networking Lunch in Marylebone

    Wednesday Jan 8th 2020

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  • London Networking Event - Networking lunch in Leicester Square

    Wednesday Aug 21st 2019

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  • London networking event - Urbano August Networking Evening in Shoreditch

    Thursday Aug 15th 2019

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  • London Networking Event - Pre MIPIM Networking evening Westminster London

    Wednesday Feb 27th 2019

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  • London Networking Event - Networking Lunch in The City

    Wednesday Feb 6th 2019

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Urbano Communities

  • UrbanoFinance

    Business, corporate and personal finance - connecting those who seek it to investors and advisors

  • UrbanoBusiness

    Business strategy and vision - hear and meet successful entrepreneurs and business leaders

About Mattioli Woods PLC

Mattioli Woods plc is a leading provider of wealth management and employee benefit services, with multiple office locations throughout the UK.

We provide integrated wealth management services, embracing pension consultancy and personal investment, administering over 10,000 clients and holding £8.3 billion of assets.

For corporate clients, we provide a comprehensive range of employee benefit services. We pride ourselves in building longstanding relationships to provide trusted advice, high standards, and a personalised delivery.

Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.

We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’