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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 4:30pm

Mattioli Woods

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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.

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

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

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

05/10/2026

We recently had the pleasure of hosting our Financial Planning Triage event.

This event brought together GPs and consultant doctors for an evening of real, practical financial insight. From building wealth during your working years, to structuring a tax-efficient retirement and much more.

The room was full of questions and conversations. A huge thank you to everyone who attended and to our Events team for making this possible!

02/10/2026

Grimsby and Lincoln - two evenings we're still smiling about!

Last week, our Client Bazaar made its way to Grimsby and Lincoln. It was lovely to bring some of the local businesses together, bringing a sense of community and celebration to give back to our clients.

From luxury watches and hampers, to legal experts, accountants, The Book Typesetters, Linkage community trust and Grimsby Town FC - each brought their own creativity and character into the room and made both evenings truly special for our clients.

Thank you to our Events team for making these evenings possible.

Manchester get ready, we're heading your way next!

01/10/2026

UK adults are thinking about retirement - but planning for the expected is only half the picture.

Our latest research has found that many people aren't sure their finances would hold up if life took an unexpected turn.

A relationship breakdown, sudden illness or job loss can each quietly erode even the most carefully laid plans.

The best time to think about this is before you need to.

Read the full article here:
https://eu1.hubs.ly/H0yKhjz0

30/09/2026

Blind Spots: The Hidden Risks of Success is coming to Manchester – an exclusive evening for business owners and senior professionals who are serious about protecting the wealth they've worked hard to build.

We'll be covering the UK economic outlook and the three financial blind spots that quietly undermine wealth. You'll also hear from leadership coach Nim Pancholi on resilience and decision-making under pressure.

You'll leave with a clearer understanding of your financial blind spots and practical actions to help strengthen your financial position – plus fresh perspectives on leadership and resilience that you can apply straight away.

This is your chance to uncover yours.

Location: Hyatt Regency Manchester, M15 6QP
Date: Thursday 15 October at 5.00pm

Reserve your seat today: https://eu1.hubs.ly/H0yBWS70

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

https://www.mattioliwoods.com/

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