We dove deep into Mattioli Woods Plc, a titan of UK wealth management. With over 30 years of expertise and £15 billion in client assets, they lead the pack. They offer many services like investment management, pensions, tax planning, and employee benefits. It’s a full spread for your financial needs.
Our examination focused on their service offerings, customer support, and unwavering reliability. We peeled back the layers to find both the gems and the gaps. This gave us a strong analysis that shows their strengths and areas for improvement.
Key Findings: Pros and Cons
Pros
- Diverse Service Range: Comprehensive wealth management, pension planning, investment solutions, and tax services.
- Tailored Financial Planning: Personalised strategies to meet individual client needs.
- Pension Expertise: Specialises in self-invested personal pensions (SIPPs) and small self-administered schemes (SSAS).
- Strong Industry Reputation: Established track record with award-winning financial services.
- Nationwide Presence: Multiple offices across the UK, making services easily accessible.
Cons
- Higher Fees for Bespoke Services: Tailored wealth management services cost more.
- Limited International Reach: Primarily serves UK clients, with limited global services.
- No Mobile App: Lacks a dedicated mobile app for managing accounts.
Mattioli Woods – 2025 Features
| Feature | Details |
| Services Offered | Wealth management, pensions, tax planning, and employee benefits. |
| Assets Under Management | £15 billion+ as of 2025. |
| Number of Offices | Multiple locations across the UK. |
| Online Platform | Client portal for account access and portfolio management. |
| Customer Support | Phone and email support with access to financial advisers. |
| Pension Expertise | Specialises in SIPPs and SSAS. |
| Regulatory Compliance | Authorised by the Financial Conduct Authority (FCA). |
Quality and Performance
Mattioli Woods is well-known for its top-notch, custom financial planning and wealth management services. Our evaluation highlighted the following:
Tailored Wealth Management
- Personalised investment strategies tailored to client risk profiles and financial goals.
- Diversified portfolios managed with a focus on long-term growth and stability.
Pension Planning Expertise
- Specialists in SIPPs and SSAS, offering tailored retirement solutions.
- Pension services designed to maximise tax efficiency and optimise returns.
Tax and Estate Planning
- Comprehensive tax planning services, including inheritance tax (IHT) strategies.
- Assistance with complex financial planning needs, ensuring optimal tax efficiency.
Employee Benefits Services
- Offers employee benefits solutions for businesses, including pension schemes and health plans.
- Supports workplace financial wellbeing programmes.
User Experience
Mattioli Woods provides a simple online experience, but it does not have a mobile app.
Website Navigation
- Service Exploration: Clear categorisation of wealth management, pensions, and tax planning services.
- Resource Hub: Provides educational content, including news, insights, and reports.
Client Portal
- Clients can access their investment portfolios and financial plans through the online portal.
- Real-time performance tracking and access to financial reports.
Absence of Mobile App
- Mattioli Woods doesn’t have a mobile app like some competitors. This might make it less convenient for clients who want to access their accounts while on the move.
Pricing
Mattioli Woods provides top-notch wealth management and financial planning services, which is shown in its pricing.
Fee Structure
- Wealth Management Fees: Typically range from 1% – 2% of assets under management annually.
- Pension and Tax Planning Fees: Custom pricing based on service complexity.
- Employee Benefits: Customised pricing packages for corporate clients.
Minimum Investment Requirement
- Typically requires a £100,000 minimum investment, making it ideal for high-net-worth individuals.
Reliability & Support
Mattioli Woods is regulated by the Financial Conduct Authority (FCA), so it follows UK financial rules.
Investment Protection
- Clients are protected by the Financial Services Compensation Scheme (FSCS). This covers investments up to £85,000.
- Secure handling of client funds with strict regulatory oversight.
Customer Support
- Support Availability: Available via phone and email with access to dedicated financial advisers.
- Service Quality: Clients say support is responsive and personalised. However, some note longer response times during busy times.
Frequently Asked Questions About Mattioli Woods
1. What services does Mattioli Woods offer?
Mattioli Woods offers wealth management, investment services, pension planning, tax planning, and employee benefits.
2. How much do Mattioli Woods’ services cost?
Fees usually range from 1% to 2% of assets under management each year. Custom pricing applies for tax and pension services.
3. Is Mattioli Woods regulated?
Yes, Mattioli Woods is authorised and regulated by the Financial Conduct Authority (FCA). This ensures they follow UK financial rules.
4. Does Mattioli Woods offer pension planning services?
Mattioli Woods focuses on SIPPs and SSAS. They provide customised pension planning solutions for both individuals and businesses.
5. What is the minimum investment required?
Mattioli Woods usually needs a minimum investment of £100,000. This amount makes it ideal for high-net-worth individuals.
Quick Guide: Getting Started with Mattioli Woods
- Visit the Website: Go to Mattioli Woods.
- Explore Services: Browse the wealth management, pensions, tax planning, and employee benefits sections.
- Contact an Adviser: Use the “Contact Us” form or call directly to discuss your financial goals.
- Initial Consultation: Schedule a consultation to review your financial situation and discuss tailored solutions.
- Account Setup: If you choose to proceed, you’ll be guided through the onboarding process and account creation.
- Access the Client Portal: Use the online platform to manage your investments and track portfolio performance.
- Receive Ongoing Support: Stay connected with your financial adviser for regular updates and reviews.
Expert Wealth Management with Tailored Financial Planning
Mattioli Woods shines brightly as a reputable wealth management gem in the UK. We offer bespoke solutions for investment management, pension planning, and tax advisory services. We manage £15 billion in assets and serve high-net-worth individuals and corporate clients across the country.
Our services may cost more, but clients enjoy tailored financial strategies and pension expertise that really connect. If you’re looking for personalised wealth management and pension advice, Mattioli Woods is a reliable partner for your financial journey.
