Company Profile

Mattioli Woods plc

Corporate employee benefit consultants and independent financial advisers.

Mattioli Woods plc was set up in January 2001, offering bespoke independent financial advice to corporate and private clients.

The company was set-up with the clear objective of providing the best customer service in the industry. We fill what we see as the quality gap in the provision of employee benefits and wealth management.

With the introduction of stakeholder pensions, many employee benefit advisers are looking to reduce the services they provide to companies. At the same time, technological advances and legislative pressures are combining to dramatically alter the pensions marketplace. Quality advice to employers and employees has never been so important.

With over 40 years combined experience in the industry, we wanted more control in the way consultancy services were offered to clients. Using the latest I.T. solutions and with a highly qualified team supporting James, Simon and David, ABC Ltd is expert in: -

Design and installation of Employee Benefit Packages.

Group Pensions including - Occupational Schemes, Group Personal Pensions and Stakeholder Pensions.

Review and Modernisation of Employee Benefit Packages including an independent market review of all pension providers and their continued suitability.

Market Review and installation of Group Risk Schemes such as Group Life Insurance, Permanent Health Insurance, Private Medical Insurance, and Critical Illness Insurance.

Design and installation of Flexible Benefit Schemes.

Individual Financial Planning and Wealth Management.

Investment Management (over £125 million at 31.05.05)and Tax Planning.

Design and Management of Small Self-Administered Pension Schemes (SSAS), and Self-Invested Personal Pension Schemes (SIPP's).

Business Protection and setting up of key person policies, shareholder protection policies, partnership protection policies.

At Mattioli Woods we offer a full range of employee benefit consultancy services including: -

·Recommendation of Product Provider.

·Risk benefit claims assistance.

·Risk benefit market review.

·Management of your risk benefit schemes including ensuring it continues to meet the legislative requirements.

·Liaising with the insurers.

·Assistance with underwriting requirements.

·Installing your employee benefit package/pension scheme.

·Communicating with members (group presentations & one to one meetings if required).

·Ongoing consultancy services for you as the employer and members.

·Individual financial planning and wealth management.

·A tiered consultancy service tailored to meet your needs.

At Mattioli Woods we are dedicated to providing a quality service now and in the future. Our award winning team has one collective goal - to Create and Preserve Wealth for our clients.

Business category:
Banks / Finance / Accountants