Mattioli Woods is a leading provider of wealth management and employee benefit services. They provide clients with an all-embracing and integrated approach, designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives.  

Principal services include: 

• wealth management – pensions, investments, financial planning and protection 

• employee benefits – pensions, flexible benefits, healthcare and financial education  
• asset management – portfolio management, Structured Products Fund, cash ISAs, EIS, SEIS, VCTs and OEICs 
• property fund management – Real Estate Investment Trust, syndicated property  
• professional adviser services – SIPP, SSAS and trustee services