One in four UK adults, 26%, say they would feel comfortable investing up to £50,000 without speaking to a professional financial adviser.
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.
Wealth manager and SIPP provider Mattioli Woods has renewed its partnership with nationally-known rugby union team Leicester Tigers for the 2026/27 season.
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.
Wealth manager Mattioli Woods has hired Sheelagh Bailey as chief information officer.
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.
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.
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.
The ONS reported today that UK GDP grew by just 0.1% in the October to December quarter, raising fears of a UK recession.
Wealth manager and SIPP provider Mattioli Woods has launched its Financial Adviser Academy.
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.
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.
Wealth manager Mattioli Woods and troubled Financial Planning firm Kingswood are to merge to create a wealth manager with over £25bn in assets.
The £432m private equity takeover of SIPPs and Financial Planning firm Mattioli Woods is set to complete this week after achieving High Court approval.
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