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Mattioli Woods

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Mattioli Woods

Mattioli Woods is a leading UK provider of wealth management and employee benefits.

Mattioli Woods is a trusted provider of wealth management and employee benefits services, helping individuals and businesses achieve their financial goals with expert advice and tailored solutions. We pride ourselves in building long-term relationships to provide trusted advice, high standards, and a 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.

02/11/2026

Money is a topic that can feel awkward to talk about, but it doesn’t have to be.

Talk Money Week is the perfect time to be open, ask questions you’ve been wondering about, and share what you’re finding tricky, however big or small.

That’s why we created our Mini-MBA in Money Management for young adults. Whether you’re heading off to university or college, starting your first job, this session is for you.

It’s a 90-minute, interactive bite-sized session created for you to build your confidence in money management, covering the basics such as budgeting, interest and avoiding debt traps.

All participants will receive a certificate on completion.

Your future self will thank you, sign up here: https://eu1.hubs.ly/H0zzpVd0

30/10/2026

The Autumn Budget has now been delivered, and while the headlines may dominate the news cycle, the most important question is often much simpler: What does it mean for you, your family and your long-term financial plans?

Join Scott Stevens, Bob Woods MBE and Jonathon Marchant, CFA for a practical conversation about what the Budget could mean for your wealth. We’ll cover:

- Government debt, bond yields and equity markets
- Tax, pensions, inheritance and retirement
- What to act on now, what to review and what not to rush

You can also put your questions directly to our panel in a live Q&A.

Register your place here: https://event.eu.on24.com/wcc/r/8000232564/9CE4991117A4513694F45F632B1DC621?utm_source=Facebook&utm_medium=Facebook&utm_campaign=Facebook&utm_id=AutumnBudget&utm_content=Nov2026

30/10/2026

Your options don't stay the same forever.

Estate planning isn't a single task you complete once and forget. It's an ongoing process that evolves with your family, finances and priorities.

In general, planning earlier gives you more time to consider your options, put arrangements in place and adapt as circumstances change.

The longer planning is delayed, the fewer opportunities there may be to make certain choices.

Take our estate planning quiz to see where you stand. – https://eu1.hubs.ly/H0zjfwR0)

29/10/2026

Our Client Bazaar of the 2026 season came to an end last Thursday in Hessle and what a lovely way to finish!

We had a wonderful evening at the Little Wold Vineyard, who not only hosted us all beautifully but joined us as an exhibitor. We were also delighted to be joined by Beverley Travel, Terroir Artisanal Chocolates, Mercedes-Benz, Listers, Izzy B Pilates, Graze Maids, Hugh Rice Jewellers and Humber Wellbeing Hub, who all made the evening so special.

Our raffle was a huge success, raising £440 for the Humber Wellbeing hub!

A huge thank you to everyone who came along and to our clients; it was a pleasure to give back to show how much we appreciate you.

We can’t wait for next year, where our Client Bazaar experience will be enjoyed at more locations around the UK and showcase even more amazing businesses.

Could your business exhibit next? Our clients have thoroughly enjoyed the genuine conversations and insights showed on this tour – get in touch with our Events team to see if you could feature in our line up for 2027 here: [email protected]

28/10/2026

We asked our LinkedIn followers: do you know what would actually happen to your estate if you died tomorrow?

The most common answer was that it depends on the rules. It’s a fair response, because this is one of those topics many of us never quite get round to looking at.

Without a will, the law decides - which may not be what you would have wanted for the people you care about.

The good news is that putting your wishes in writing is simpler than most people think and can give you real peace of mind.

Curious as to how prepared you are? Take our estate planning quiz to find out: https://eu1.hubs.ly/H0zgG2x0)

23/10/2026

Do you know when Inheritance Tax could become more relevant to you?

There's no set age, no single trigger point. It comes down to your personal circumstances – and with the nil rate band frozen since 2009/10, rising property values and pension funds now entering the equation, more families are affected than realise.

If you have assets that could be liable, it's never too early to have that conversation with a trusted adviser.

Episode two of Life Beyond the Numbers is one not to miss. Scott Stevens is joined by George Houston and Lee Jeavons – two financial planning professionals, who between them have helped hundreds of families navigate the moments that matter most.

Watch the full episode here:(https://eu1.hubs.ly/H0yFYgQ0)
Listen on Spotify:(https://eu1.hubs.ly/H0yFYgR0)

22/10/2026

Where do you go for help with life’s big money decisions?

Our latest YouGov research asked people facing an important financial decision who they would turn to.

41% would turn to family or relatives, while 31% would be comfrotable speaking to a financial adviser.

Read the full research here: https://eu1.hubs.ly/H0zgNKp0

21/10/2026

Every successful business owner has blind spots. Discover yours.

This November, our Blind Spots: The Hidden Risks of Success roadshow is coming to Cambridge, Birmingham and Liverpool.

An evening exclusively for business owners and senior professionals who are serious about protecting the wealth they’ve worked hard to build.

After attending this session, you’ll gain:

- A clear view of the UK economic outlook
- Insight into the financial blind spots that quietly undermine wealth
- Practical ideas on resilience and decision-making under pressure from leadership coach Nim Pancholi

Reserve your place today:
Cambridge | Tuesday 17 November 2026 – https://eu1.hubs.ly/H0zgMWx0)
Birmingham | Wednesday 18 November 2026 –(https://eu1.hubs.ly/H0zgMWB0)
Liverpool | Thursday 19 November 2026 – (https://eu1.hubs.ly/H0zgMWC0)

20/10/2026

Today was full of conversations and meeting so many talented students at De Montfort University Leicester (DMU)!

We loved talking about what a career in wealth management and financial advice can look like.

If you missed us today, don’t worry, as we’ll be back tomorrow - so come and say hello. Whether you’re curious about life in finance or would like a friendly chat about next steps, we’d love to meet you.

A huge thank you to De Montfort University and the De Montfort University Careers Team for hosting us.

See you tomorrow!

16/10/2026

You don't have a will.

That doesn't mean you haven't made a decision about what happens to your estate.

It just means the Government will make it for you.
The intestacy rules in England and Wales decide who inherits (as do different intestacy rules in Scotland and Northern Ireland) – and the results might surprise you. Unmarried partners get nothing. Your estranged relative might get everything. Your children may not be protected the way you think.

Swipe to see what the rules actually say – and whether your family would be looked after.

Take our estate planning quiz to see where you stand: https://eu1.hubs.ly/H0z5CXX0

Address

1 New Walk Place
Leicester
LE16RU

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 4:30pm

Website

https://www.mattioliwoods.com/

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