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  • 26% happy to invest up to £50,000 without advice

    One in four UK adults, 26%, say they would feel comfortable investing up to £50,000 without speaking to a professional financial adviser.

  • Serious Financial Planning should begin at 28

    Most people believe serious Financial Planning should begin by an average age of 28 and a half, according to a new study covering the views of 2,000 consumers.

  • Mattioli Woods renews ‘iconic’ rugby partnership

    Wealth manager and SIPP provider Mattioli Woods has renewed its partnership with nationally-known rugby union team Leicester Tigers for the 2026/27 season.

  • IHT receipts reach record high of £2.3bn in Q2

    Inheritance tax receipts reached £2.3bn between April and June, up £96m on the same period last year, according to new figures issued by HMRC today.

  • Mattioli Woods adds new digital lead from Investec

    Wealth manager Mattioli Woods has hired Sheelagh Bailey as chief information officer.

  • Most over-55s reject gifting to pass on wealth early - survey

    Most over-55s say they will continue to pass on their wealth through their wills and estates planning after death despite a rising number of inheritance disputes and concerns about rising taxation, new study has revealed.

  • Mattioli Woods buys £400m AUM/A Midlands Financial Planner

    Wealth manager and Financial Planner Mattioli Woods has acquired a £400m AUM/A (Assets Under Management / Advice) Financial Planner firm serving 1,000 households in the West Midlands.

  • Mattioli Woods scraps Kingswood brand after merger

    Wealth manager and SIPP provider Mattioli Woods has announced the integration of Kingswood Group under a unified Mattioli Woods brand, following the two firms’ merger last year.

  • Recession fears raised as UK GDP climbs just 0.1%

    The ONS reported today that UK GDP grew by just 0.1% in the October to December quarter, raising fears of a UK recession.

  • Mattioli Woods launches adviser academy

    Mattioli Woods is looking for trainees with a minimum of thee years’ experience in a client-facing role and the ambition to build a career in Financial Planning.

    Wealth manager and SIPP provider Mattioli Woods has launched its Financial Adviser Academy.

  • Mattioli Woods CEO steps down as merger nears

    Ian Mattioli, founder of wealth manager and SIPP provider Mattioli Woods, is to step down as CEO to take up a new role as Founding President.

  • Editor’s Comment: A business merger or a shotgun wedding?

     

    One of the big Financial Planning stories of the week was the merger announced of two of the more significant players in the wealth management / Financial Planning space: Mattioli Woods and Kingswood.

  • Mattioli Woods and Kingswood merger confirmed

    Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.

  • £432m acquisition of Mattioli Woods to complete this week

    The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.

  • Mattioli Woods buys employee benefits firm Kudos

  • Mattioli Woods sees strong increase in revenue and assets

    Mattioli Woods
  • Mattioli Woods reports strong profits and revenue following rebrand

    Mattioli Woods website
  • Mattioli Woods predicts "bloodshed" in battle between Sipp providers

    Ian Mattioli of Mattioli Woods
  • Mattioli Woods acquires Ashcourt Rowan's £300m pensions book

    Ian Mattioli from Mattioli Woods
  • Mattioli Woods appointed to run HD Sipp

    Mattioli Woods website
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