Company Profile

Events attended

  • London networking event - Networking Lunch in City Of London

    Wednesday Oct 17th 2018

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  • London networking event - Networking Lunch Shoreditch

    Wednesday Aug 22nd 2018

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  • London Networking Event - Networking Evening in Soho

    Wednesday Feb 22nd 2017

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  • Urbano Build Networking Event with Dr David Hancock

    Thursday Jan 12th 2017

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  • London networking event - Networking lunch at Gilgamesh

    Wednesday Nov 2nd 2016

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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.’

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