Mattioli Woods

Directions Website Contact the business

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.

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)

Where do you go for help with life’s big money decisions?Our latest YouGov research asked people facing an important fin...
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

Every successful business owner has blind spots. Discover yours.This November, our Blind Spots: The Hidden Risks of Succ...
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)

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

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 th...
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

15/10/2026

Why do so many people put off estate planning?

For most, it feels complex and something to deal with later. As they kick the can down the road – not realising that every month, every year, every decade spent delaying only makes the problem bigger.

The good news? It doesn't have to be that complicated. It starts with one conversation.

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/H0yFY5Z0)
Listen on Spotify:(https://eu1.hubs.ly/H0yFY320)

12/10/2026

The problem with blind spots is that you can’t see them until it’s too late.

If you think about reversing your car, you think you're clear but there could be something sitting in your blind spot. Going through change can make those spots grow.

Our guest speaker Nim Pancholi will be leading her highly anticipated masterclass, ‘Leading through disruption and navigating change’. You will be given a deep dive into the science of what happens to you when change appears and unpacking why certain emotions can catch you off guard. You'll also be given practical tools that will help you with confidence and clarity.

Every day, you help your clients spot what they can’t see, this is a chance for you to check your own blind spot.

Reserve your seat:
Cambridge | 17 November- https://eu1.hubs.ly/H0y_WT40
Birmingham | 18 November- https://eu1.hubs.ly/H0y_WT50
Liverpool | 19 November- https://eu1.hubs.ly/H0y_WVg0
Aberdeen | 01 December- https://eu1.hubs.ly/H0y_WT60
Edinburgh | 02 December- https://eu1.hubs.ly/H0y_WVj0

09/10/2026

What's the most common misconception families have about Inheritance Tax?

According to Lee Jeavons, it's two things. The first is underestimating the emotional weight that falls on the people left behind, at a moment when they're already grieving. The second is a partial understanding of the rules; what assets are included, how reliefs work, what the estate is actually worth.

And a little bit of information, as Lee puts it, can be quite dangerous.

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/H0yK9GW0
Listen on Spotify: https://eu1.hubs.ly/H0yK9HX0

New research: the £42,000 retirement question.How much income would you need to feel financially secure in retirement?Ne...
08/10/2026

New research: the £42,000 retirement question.

How much income would you need to feel financially secure in retirement?

New YouGov research for Mattioli Woods shows UK adults believe they would need £42,456 a year after tax, yet expectations differ by more than £19,000 between generations and £21,000 between regions.

Read the full findings now to see how your expectations compare here: https://eu1.hubs.ly/H0yZ5mj0

56% of UK adults have no will.*A will isn't just a legal document. It's the difference between your family knowing exact...
06/10/2026

56% of UK adults have no will.*

A will isn't just a legal document. It's the difference between your family knowing exactly what you wanted and the law deciding who inherits under the intestacy rules.

If you've been putting it off, you're not alone but the longer you wait, the more the decision gets made without you.

Our free Day After document is a practical first step, read here: https://eu1.hubs.ly/H0yTxRq0



*Source: Money & Pensions Service

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

Alerts

Be the first to know and let us send you an email when Mattioli Woods posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Mattioli Woods:

Shortcuts

Sponsored

Share

Category