Mattioli Woods plc provides wealth management and employee benefit services in the United Kingdom. It operates through Pension Consultancy and Administration, Investment and Asset Management, Property Management, and Employee Benefits segments. The company offers financial planning services, such as wealth building, trust planning, inheritance tax and estate planning, exit planning, and executive financial counselling services; investment products and services to support client strategies, as well as strategic planning and advisory services; and self-invested personal and small self-administered pension schemes, and trustee services. It also provides real estate investment trust, syndicated property, mortgage advice, property insurance, and legal services; and personal insurance products, which include life assurance, medical insurance, critical illness, income protection, shareholder protection, and key person protection. In addition, the company offers employee benefit services, including pension and workplace savings services, such as auto enrolment, self invested personal pension schemes, and group personal pensions; health and wellbeing services, including private medical insurance, health cash plans, and international healthcare services; and employee engagement solutions. Further, it provides due diligence services that help uncover potential risks and liabilities, as well as identify cost savings for businesses; and flexible benefit schemes, including total reward and voluntary benefits. The company offers its services to controlling directors, professional persons, owner-managed businesses, and medium-sized and larger corporates. Mattioli Woods plc was founded in 1991 and is based in Leicester, the United Kingdom.
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