Mattioli Woods Hosts Financial Defence Event Amid Market Uncertainty

Mattioli Woods, a major UK wealth management firm, will host an event at Leicester Tigers' home stadium, Welford Road, to educate clients on navigating financial challenges, particularly in light of changes to pensions and inheritance tax. The firm, known for its holistic approach to wealth management, has over 30 years of experience and manages over £16 billion in assets for more than 16,000 clients across the UK. With a focus on personalized service and long-term client relationships, Mattioli Woods has established itself as a trusted advisor to individuals and corporate clients alike.

Key Takeaways:

  • Mattioli Woods will host a financial education event at Leicester Tigers' home stadium, Welford Road, to help clients understand and prepare for changes to pensions and inheritance tax.
  • The firm has over 30 years of experience in wealth management, employee benefits, pension consultancy, and investments.
  • Mattioli Woods manages over £16 billion in assets on behalf of more than 16,000 clients across the UK.
  • The firm's founders, Ian Mattioli MBE and Bob Woods MBE, have been recognized for their entrepreneurial spirit and commitment to delivering the best outcomes for clients.
  • Mattioli Woods prides itself on its personalized service and long-term client relationships, which have been a key factor in the firm's success.

Statistics:

  • £16 billion: the value of assets managed by Mattioli Woods on behalf of its clients.
  • 16,000: the number of clients across the UK who trust Mattioli Woods with their financial affairs.
  • 34 years: the length of time Mattioli Woods has been in business, starting from a single garage in Leicester in 1991.
  • 1,000+: the number of people employed by Mattioli Woods, who provide expert advice and support to clients.

Sources:

  • Mattioli Woods' press statement announcing the financial education event at Leicester Tigers' home stadium.
  • Company founders Ian Mattioli MBE and Bob Woods MBE's achievements and recognition.
  • Mattioli Woods' website and publicly available information about the firm's services and client relationships.