Mattioli Woods

Your profession

Mattioli Woods acquires adviser firm Caledonia Asset Management for £1.6m

Edinburgh-based wealth manager has £55m AUA

clock 19 April 2021 • 1 min read

Your profession

Charles Stanley teams with National Theatre for Olivia Colman series

PA's Good News Bulletin

clock 16 April 2021 • 3 min read

Your profession

Mattioli Woods buys Pole Arnold Financial Management for initial £4m

Latest acquisition expands presence in Leicester and London

clock 13 April 2021 • 1 min read

Companies

Mattioli Woods acquires planning business Montagu for £2.3m

AUA worth £80m

clock 03 February 2021 • 1 min read

Your profession

Mattioli Woods snaps up advice firm in £25m deal

Acquisition of Hurley Partners

clock 11 March 2020 • 1 min read

Your profession

Mattioli Woods eyes further acquisitions

Reduced client fees by £3.1m

clock 03 September 2019 • 1 min read

Companies

Mattioli Woods buys SSAS advice firm for £4m

£380m assets under administration

clock 28 March 2019 • 1 min read

Companies

Mattioli Woods acquires Midlands financial planning firm for £4m

£120m assets under advice

clock 09 August 2018 • 1 min read

Pensions

Mattioli Woods exits DB transfer market blaming soaring PI costs

Applied to vary FCA permissions

clock 04 July 2018 • 1 min read

Retirement

Mattioli Woods ceases DB transfer advice

Undertaking ‘full review’

clock 04 June 2018 • 1 min read
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