WEALTH MANAGEMENT & EMPLOYEE BENEFITS

Introducing Mattioli Woods plc

IMAGINE A WORLD IN WHICH FINANCIAL ADVICE IS TRUSTED, THOUGHTFUL AND ENRICHING. THIS IS OUR VISION AND PROMISE

A 21ST CENTURY FINANCIAL SERVICES BUSINESS, BUILT WITH EXPERTISE, INTEGRITY AND DELIVERED WITH PASSION

INTRODUCING MATTIOLI WOODS PLC

Mattioli Woods plc provides integrated wealth management services, embracing pension consultancy and personal investment. For corporate clients we provide a comprehensive range of employee benefit services.

Widely recognised as a market leader in self-administered and self-invested pension arrangements, our aim is to provide trusted advice, high-quality service standards and personalised delivery, against the backdrop of long-term client relationships.

The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach to financial advice. There is a genuine focus on providing the highest level of personal advice and maintaining close relationships with all clients, which has led to high levels of satisfaction, retention and referrals.

We look forward to working with you.

Ian Mattioli - CEO & Bob Woods - Chairman

ABOUT US

WE EMPLOY OVER

500 STAFF

THROUGHOUT OUR

7 LOCATIONS

TAKING CARE OF OVER

£6 BILLION OF OUR CLIENTS’ ASSETS

ABERDEEN

GLASGOW

LEICESTER

LONDON

NEWMARKET

PRESTON

BUCKINGHAM

Our principal services include:

• WEALTH MANAGEMENT

• EMPLOYEE BENEFITS

- CLIVE JACKSON, CEO, VICTOR

I WAS IMPRESSED BY THE PROACTIVE APPROACH OF MATTIOLI WOODS WHICH ENABLED ME TO OPTIMISE MY PENSION FUNDS

INTRODUCING MATTIOLI WOODS PLC

Our clientsOur clients come from many walks of life – professionals, owner-managers, senior executives and retired people, and in respect of our employee benefits division, we look after small/medium businesses through to large international companies.

Our clients expect a high-quality service and expert, innovative and proactive advice, bespoke to their circumstances, and delivered personally. Our clients are confident in the advice we give and know that our strategies will be administered quickly and efficiently. Communication is central to everything we do – we will make sure you understand and feel comfortable with what we are doing, when we are doing it and why.

OUR CLIENTS

TO BE ABLE TO WORK WITH A SMALL PERSONALISED TEAM IN TODAY’S EVER CHANGING REGULATORY ENVIRONMENT IS COMFORTING; TO HAVE THAT TEAM BACKED BY A LARGER EXPERTISE GIVES GREAT PEACE OF MIND

- JOHNNIE COOK

INTRODUCING MATTIOLI WOODS PLC

WEALTH MANAGEMENT

Visualising the future you desire can be exciting and challenging. Our experts will tailor a solution, giving comfort to you and your loved ones for both now and the future:

• Pensions – SIPP, SSAS, trustee services

• Investments – structured products, ISAs, OEICs

• Portfolio management

• Financial planning – wealth building, trust planning, IHT, exit planning, executive financial planning

• Property – real estate investment trust (REIT), syndicated property, mortgage advice, property insurance

• Protection – life assurance, medical insurance, critical illness, income protection, shareholder protection, key person protection

Wealth management services

WE CHOSE MATTIOLI WOODS BECAUSE WE WANTED A MORE PROFESSIONAL GROWN-UP APPROACH TO OUR EMPLOYEE BENEFITS OFFERING. THEIR ADVICE AND SUPPORT HAS BEEN INVALUABLE IN SUPPORTING OUR RAPIDLY GROWING BUSINESS

- BECKY CRISPHEAD OF HR & OPERATIONS, ARCUS GLOBAL LTD

INTRODUCING MATTIOLI WOODS PLC

EMPLOYEE BENEFITS

Employee benefit servicesWe deliver benefit solutions to help our clients maximise employee engagement, thereby increasing productivity and profitability and leading to improved employee attraction, retention and motivation:

• Flexible benefits – Create and Flexi: our employee benefits portals for all sizes of business, employee engagement, total reward statements, employee discounts

• Pensions and workplace savings – pensions, group SIPP

• Employee health and wellbeing – financial wellbeing, executive financial counselling, healthcare, risk benefits

• Specialist services – mergers and acquisitions, international

OUR BUSINESS IS BUILT ON THE INTEGRITY AND EXPERTISE OF OUR PEOPLE WHO CONTINUE TO HELP AND ADVISE OUR CLIENTS WITH REAL PASSION

ConsultantsOur consultancy team build long-term relationships with clients by providing a hands-on and tailored service. The strategies our consultants put in place can adapt to the changing needs of both the client and any new legislation.

Client relationship managers (CRMs)Our systems enable low client-to-staff ratios. Our CRMs deal with every aspect of client administration acting professionally and diligently throughout.

Investment teamThere are many opinions, beliefs and passionate employees who make up our investment team. Their far-reaching capabilities provide effective management for our clients to grow or safeguard their wealth, whilst managing risk and volatility.

INTRODUCING MATTIOLI WOODS PLC

Our peopleWe have created a business our clients are proud to be a part of, and our people feel proud to work for. In addition to these core client-facing teams, there are many other passionate and experienced people providing a valuable service behind the scenes.

OUR PEOPLE

WEALTH MANAGEMENT“I was a GP who had to retire early due to ill health and my wife and I would recommend anyone who requires advice in managing their finances in retirement to put your trust in this firm.”

Dr and Mrs M

INVESTMENTS“I have dealt with the team for many years and have been very pleased with the service I have received. This has delivered both strong investment performance for me and also a very high quality of service.”

Graeme Sword, former Partner, 3i Group plc

PENSIONS“We achieved more in one meeting than we did in three years with previous providers.”

Carl Jarvis, Managing Director, Newmarket Plant Hire Ltd

EMPLOYEE BENEFITS“They are particularly committed to maintaining effective communication with both the company and our employees. These qualities are what sets them apart from other providers and keeps them as my employee benefit financial advisors of choice.”

Anita Martin, HR Director, Plexus Ocean Systems Ltd

FLEXIBLE BENEFITS“Their focus was always on the quality of the finished product, and I had a strong sense that their motivation was all about delivery of something that they and we would be equally proud of. We would be very happy to recommend Mattioli Woods in the future.”

Corporate client

INTERNATIONAL“With the help of Mattioli Woods, Senergy is building a unified suite of attractive employee benefits packages. It is not just the technical expertise of the Mattioli Woods team that has helped make our working relationship such a success, it is the positive and engaging manner of all the colleagues that we have worked with, which makes our partnership so enjoyable.”

Vivien Broughton, VP Resources, Senergy

TESTIMONIALS

INTRODUCING MATTIOLI WOODS PLC

Corporate Social ResponsibilityWe have a long-standing commitment to ensure our staff can engage with their local communities and charities. This social awareness is present throughout the business, from our employees to our clients, our professional connections and the suppliers we use.

In 2015 we chose our first national charity, Breast Cancer Now. Staff across the country have been involved in a number of activities to raise essential funding for this great cause.WE CARE...

Aberdeen 8 Queen’s Terrace, Aberdeen, AB10 1XL Tel: 01224 652 100 ◆ Fax: 01224 652 101

Buckingham Investment House, 22-26 Celtic Court, Ballmoor, Buckingham, MK18 1RQ Tel: 01280 823 030 ◆ Fax: 01280 822 665

Glasgow 2nd Floor, 229 St Vincent Street, Glasgow, G2 5QY Tel: 0141 375 7120 ◆ Fax: 0141 243 2346

Leicester MW House, 1 Penman Way, Grove Park, Enderby, Leicester, LE19 1SY Tel: 0116 240 8700 ◆ Fax: 0116 240 8701

London Third Floor, 22 Park Street, Mayfair, London, W1K 2JB Tel: 020 7269 4729 ◆ Fax: 020 7269 4701

Newmarket Cheveley House, Fordham Road, Newmarket, Suffolk, CB8 7XN Tel: 01638 564 230 ◆ Fax: 0845 458 1224

Preston Lanson House, Winckley Gardens, Mount Street, Preston, PR1 8RY Tel: 01772 555 073 ◆ Fax: 01772 203 688

www.mattioliwoods.com

Aberdeen

Glasgow

Preston

Leicester

London

Newmarket

Buckingham

Authorised and regulated by the Financial Conduct Authority

January 2016

WEALTH MANAGEMENT & EMPLOYEE BENEFITS

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