Mattioli Woods

Mattioli Woods is a leading provider of wealth management and employee benefit services with multiple offices throughout the UK, including; Leicester, Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, London, Manchester, Newmarket and Preston. Achieving growth both organically and by acquisition, the Group administers more than 10,000 clients throughout the United Kingdom,[1] and holds over £10 billion of assets under management, administration and advice.[2] The company is listed on the London Stock Exchange and is a constituent of the Alternative Investment Market.

Mattioli Woods
TypePublic (LSE: MTW)
IndustryFinancial services
Founded1991
Headquarters1 New Walk Place,
Leicester
,
UK
Number of locations
Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket, and Preston.
Area served
UK
Key people
Ian Mattioli MBE (CEO)
Bob Woods MBE (Founder Director and Senior Adviser)
ServicesWealth management and employee benefits
Revenue£58.5 million (2019)
£14.5 million (2019)
Number of employees
Over 600
SubsidiariesCustodian Capital
Custodian REIT PLC
Websitewww.mattioliwoods.com

History

Mattioli Woods was founded in 1991 by Ian Mattioli and Bob Woods. The company was floated on the London Stock Exchange's Alternative Investment Market in November 2005 with a market capitalisation of £22.5 million. Since becoming a public company, Mattioli Woods has expanded through both natural growth and acquisitions.[3] Notable purchases include Suffolk Life Trustee Company Limited, City Trustees Limited, Kudos Independent Financial Services Limited, Atkinson Bolton Consulting, Boyd Coughlan Limited, Taylor Patterson and MC Trustees.[4]

In the summer of 2016, Mattioli Woods joined forces with Leicester Tigers rugby union club, the most successful English club since the introduction of league rugby in 1987, to become an official shirt and stand sponsor.[5]

In May 2017, Ian Mattioli and Bob Woods were presented with MBEs by Charles, Prince of Wales[6] in an investiture ceremony at Buckingham Palace, named as recipients of the awards in the New Year's Honours List in recognition of their “services to business and the community”.[7]

In the autumn of 2018, Mattioli Woods re-located from Grove Park, Enderby, Leicestershire, to One New Walk Place - a new purpose-built £15 million headquarters in the New Walk area of Leicester City Centre.[8] The new four-storey office includes a prayer room, quite areas, multiple board rooms, brew hubs, and a top-floor sky bar for staff and entertaining clients.

Products

Mattioli Woods offer a range of financial services. Mattioli Woods' principle services include:

  • Wealth management – pensions, investments, financial planning and protection[9]
  • Employee benefits – pensions, flexible benefits, healthcare, financial education[10]
  • Asset management – portfolio management, Structured Products Fund, cash ISAs, EIS, SEIS, VCTs and OEICs
  • Property fund management – Real Estate Investment Trust, syndicated property and Private Investors Club[11]
  • Professional adviser services – SIPP, SSAS and trustee services[12]

References
  1. "About - Mattioli Woods plc". Mattioli Woods plc. Retrieved 17 March 2017.
  2. "About - Mattioli Woods plc". Mattioli Woods plc. Retrieved 17 March 2017.
  3. "About - Mattioli Woods plc". Mattioli Woods plc. Retrieved 17 March 2017.
  4. "Our History - Mattioli Woods plc". Mattioli Woods plc. Retrieved 17 March 2017.
  5. "Tigers join forces with Mattioli Woods". Leicester Tigers. Retrieved 2019-01-15.
  6. "Royal seal of approval as Ian and Bob receive MBEs from Prince of Wales - Mattioli Woods plc". www.mattioliwoods.com. Retrieved 2019-01-15.
  7. "East Midlands business leaders recognised in New Year's Honours List | TheBusinessDesk.com". East Midlands. 2016-12-31. Retrieved 2019-01-15.
  8. Martin, Dan (2018-10-20). "First look inside new £14m office that has its own sky bar". leicestermercury. Retrieved 2019-01-15.
  9. "Wealth Management - Mattioli Woods plc". www.mattioliwoods.com. Retrieved 2019-01-15.
  10. "Employee Benefits - Mattioli Woods plc". www.mattioliwoods.com. Retrieved 2019-01-15.
  11. "Property - Mattioli Woods plc". www.mattioliwoods.com. Retrieved 2019-01-15.
  12. "Professional Advisers - Mattioli Woods plc". www.mattioliwoods.com. Retrieved 2019-01-15.
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