Mattioli Woods

Mattioli Woods is a leading independent wealth management and employee benefits consultancy. We provide a comprehensive range of services designed to help individuals, families, businesses, and their clients achieve their financial goals. Our expertise spans investment selection, tax-efficient opportunities, multi-asset portfolios for pension funds, and Diversified Income Portfolios (DIPs) aimed at generating steady income streams and long-term capital appreciation.

We are committed to protecting and growing our clients' wealth for the present and future generations. We differentiate ourselves by offering in-house and third-party investment solutions that provide diversity in challenging market conditions and enhance portfolio growth through tax efficiency. Our services include Venture Capital Trusts (VCTs) and Individual Savings Accounts (ISAs), alongside comprehensive wealth management and employee benefits guidance.

Client satisfaction is paramount. We pride ourselves on providing personalised, professional, and knowledgeable service, ensuring our clients feel supported and confident in their financial decisions. We also actively promote scam awareness, directing clients to resources like the FCA ScamSmart campaign to help them avoid investment fraud.