Mattioli Woods

Mattioli Woods is a UK provider of wealth management and employee benefits. By building long-term relationships, our aim is to provide trusted advice, high standards and personalised delivery. We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients want to be confident in the advice we give and for strategies to be administered quickly and efficiently. Our employee benefit solutions (whether off the shelf or designed especially for your business) will help to achieve the right mix to attract, motivate, retain, and engage the best team. Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy. We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan. We also offer our financial planning service, where our consultants can offer you expert advice on all retail investment products, such as life policies or pensions planning. Where our own discretionary fund management (DFM), SIPP, and SSAS solutions are not suitable for your needs, we can recommend a choice of offerings from other firms supported by unbiased, rigorous research. By promoting our own DFM, SIPP and SSAS solutions in the first instance, we have chosen to be classified as providing ‘restricted advice.’

Murray Smith

Director

Robert Woods

Chairman and Co-Founder

Michael Wright

Board Member and Deputy CEO

9 past transactions

Maven Capital Partners

Acquisition in 2021
Maven Capital Partners is an independent alternative asset manager, with over £415m of assets under management. Maven was formed in 2009 after a buyout of the Aberdeen Asset Management private equity business, and operates from a nationwide network of regional offices. They provide flexible equity and loan finance packages to UK SMEs, on behalf of a range of client funds, as well as funding for well-researched property development projects. They also offer attractive investment opportunities for investors including tax-efficient investment into VCTs, and direct co-investment in private equity and property transactions. Maven is one of the UK’s most active private equity managers in the lower mid-market, investing for a range of client funds including six Venture Capital Trusts (VCTs) and a number of regionally focused funds delivering equity and debt finance. They offer a range of flexible funding solutions for entrepreneurial SMEs at any stage of the business growth cycle, with the ability to commit as little as £100,000 of development capital or as much as £15 million to support an MBO.

Ludlow Wealth Management Group

Acquisition in 2021
Ludlow is a financial planning business with over £850m of assets under management, more than 2,000 clients and a strong reputation for client service.

Caledonia Asset Management

Acquisition in 2021
Caledonia Asset Management Ltd is an Accounting Firm that offers good value, common sense and pragmatic financial planning and advice.

Montagu Financial Management

Acquisition in 2021
Montagu is a provider of fee-based financial planning advice and administration to more than 150 private and corporate clients.

Tiller Group

Corporate Round in 2021
Tiller Group is a provider of software services to wealth management technology business.

BDO North Ireland - wealth management business

Acquisition in 2021
BDO North Ireland - wealth management business is a provider of wealth management services.

SSAS Solutions

Acquisition in 2019
SSAS Solutions is an independent group of dedicated Small Self-Administered Scheme (SSAS) specialists, helping businesses to organise custom retirement solutions and pension schemes.

Amati Global Investors

Funding Round in 2017
Amati Global Investors is a specialist fund management business based in Edinburgh. It focuses on UK small and mid-sized companies, with a universe ranging from fully listed constituents of the FTSE Mid 250 and FTSE Small Cap indices, to stocks quoted on the Alternative Investment Market ("AIM"). Products include an OEIC - the TB Amati UK Smaller Companies Fund; two AIM Venture Capital Trusts - Amati VCT and Amati VCT 2; and an AIM IHT portfolio service.

City Trustees

Acquisition in 2010
City Trustees Limited provides trustee, pension arrangement, and administration services for self invested personal pensions, small self administered schemes, and funded unapproved retirement benefit schemes. The company offers pensions consultancy services for professional advisers and their clients. It also provides self invested personal pension and small self administered schemes.
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