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Generation Next partner – Mattioli Woods

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