BUSINESS
Platinum Jubilee
MATTIOLI WOODS CONSOLIDATES IN THE SOUTH EAST Mattioli Woods is a wealth management company that covers the whole of the UK with a great backstory and an envious depth of knowledge Ian Mattioli and Bob Woods set out to challenge the status quo over 30 years ago from a converted garage in Leicester. They both had a vision to create a business that was different, a business with trust at its heart and the needs of clients at the centre of everything. Today, they would be called disrupters; taking on the big institutions. But 30 years ago, Mattioli Woods was formed by two men who wanted to do the right thing, and although the company has grown considerably since those early days, that basic principle has never changed. Perfecting a solution that evolves as their clients’ circumstances and objectives change is at the heart of everything
Mattioli Woods ❛❛ now has a substantial
presence in the South East, having acquired Hurley Partners in July 2020 ❜❜ Mattioli Woods does. Its clients want and receive the comfort of knowing their finances are meeting their family’s needs now, and in the future - whatever life throws at them. Services include pensions, tax efficient investment solutions and management, retirement and inheritance tax planning, protection and much more.
Since 2016, Mattioli Woods has been proud sponsor of rugby giants, Leicester Tigers. Having proved a successful partnership, 2020 saw them strengthening their support for the club with a new five-year deal that included the stadium being rebranded to Mattioli Woods Welford Road
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From a start-up of just three people, Mattioli Woods now employs more than 800 people and has passed some pretty impressive milestones. The company finds itself as one of the UK’s leading providers of pension consultancy and wealth management services with shares quoted on the AIM market, advising over 11,000 clients throughout the UK, with assets under advice and administration in excess of £15 billion. Mattioli Woods now has a substantial presence in the South East, having acquired Hurley Partners in July 2020. This business had an equally rich heritage as far back as the early 1980s and while clients could be anywhere in the UK, the typical demographic was always London, Kent, East and West Sussex, Surrey and Hampshire. Success like this comes through sheer hard work, a clear strategic direction, integrity, trust and in-depth knowledge of a superb range of solutions providing families and individuals with careful management of their financial assets. It is not ‘what’ or ‘why’ but ‘how’ that makes the company so different. The aspiration is always to deliver the best possible outcome for clients and this comes through fostering long term and often very personal relationships with its clients from generation to generation. Some such clients were young, successful business owners ‘way back then’ and Mattioli Woods still act for them, their children (who may have inherited the business interests) and their grandchildren who may also be involved.
