Mattioli Woods

Restricted - Whole of Market  MW House, Enderby, Leicester, LE19 1SY
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FCA authorised
Last authorised 14th June 2021
By building long-term client relationships, our aim is to provide trusted advice, high service standards & personalised delivery.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR Mike Lodge DipFA
Employee Benefits Consultant
MRS Maria Spencer FPFS
Chartered Financial Planner
MR Simon Gibson
Director
MR James Bolton
Director
About us

Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 370 staff throughout our Leicester, London, Aberdeen, Glasgow and Newmarket offices, administer 6000 clients and hold over £4.6 billion of assets under advice and administration. With a clear and focused business strategy, we provide integrated wealth management services, incorporating pension consultancy with a strong focus on self-investment and employee benefits. Our wealth management services embrace pensions and personal investment, coupled with estate planning.

Our services

We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for our clients’ 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, regular updates and review meetings are central to our communication process, to give reassurance.

Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

MW House, 1 Penman Way, Grove Park, Enderby, Leicester, LE19 1SY

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Call us to book your free initial consultation.