OverviewSuggest Edit

Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefit services. We employ over 400 staff throughout our Leicester, London, Aberdeen, Glasgow, and Newmarket offices, administer 6,000 clients, and hold over £6 billion of assets under advice and administration. By building long-term client relationships, our aim is to provide trusted advice, high service standards, and personalised delivery. With a clear and focused business strategy, we provide integrated wealth management services, incorporating pension consultancy with a strong focus on self-investment and employee benefits. Our wealth management services embrace pensions and personal investment, coupled with estate planning. We provide our clients with an all-embracing and holistic approach designed to develop a clear strategy for our clients’ financial plans, supported by sound investment and taxation initiatives. Pension planning and clients’ wider wealth management issues cannot be developed effectively in isolation, particularly when there are so many competing demands on our clients’ income. We can proudly claim to be a leader in the field of self-invested personal pensions and small self-administered schemes, and such arrangements are often central to our clients’ pension strategy. The key difference between Mattioli Woods and many of our larger competitors is our hands-on, tailored approach, with a genuine focus on providing the highest level of personal advice and maintaining close relationships with all clients.
TypePublic
Founded1991
HQLeicester, GB
Websitemattioliwoods.com

Latest Updates

Employees (est.) (May 2021)642(+8%)
Job Openings7
Revenue (FY, 2019)£58.5 M
Share Price (May 2021)£7.5
Cybersecurity ratingBMore

Key People/Management at Mattioli Woods

Joanne Lake

Joanne Lake

Chair
Ian Mattioli

Ian Mattioli

Chief Executive Officer & Director
Carol Duncumb

Carol Duncumb

Non-Executive Director
Anne Gunther

Anne Gunther

Senior Independent Non-Executive Director
David Kiddie

David Kiddie

Non-Executive Director
Martin Reason

Martin Reason

Non-Executive Director
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Mattioli Woods Office Locations

Mattioli Woods has offices in Leicester, Aberdeen, Buckingham, Edinburgh and in 7 other locations
Leicester, GB (HQ)
1 New Walk
Aberdeen, GB
8 Queen's Terrace
Buckingham, GB
Investment House 22-26 Celtic Court Ballmoor
Edinburgh, GB
8 Coates Cres
Glasgow, GB
4th Floor, 120 W Regent St
Leatherhead, GB
Q3, Randalls Way
Show all (11)

Mattioli Woods Financials and Metrics

Mattioli Woods Revenue

Mattioli Woods's revenue was reported to be £58.46 m in FY, 2019 which is a 0.3% decrease from the previous period.
GBP

Revenue (FY, 2019)

58.5m

Revenue growth (FY, 2018 - FY, 2019), %

(0.3%)

Net income (FY, 2019)

8.2m

EBIT (FY, 2019)

9.8m

Market capitalization (7-May-2021)

213.2m

Closing stock price (7-May-2021)

7.6

Cash (31-May-2019)

23.2m

EV

189.9m
Mattioli Woods's current market capitalization is £213.2 m.
GBPFY, 2016FY, 2017FY, 2018FY, 2019

Revenue

43.0m50.5m58.7m58.5m

Revenue growth, %

24000%18%16%0%

Operating expense total

36.3m42.7m49.1m

Depreciation and amortization

1.3m
GBPFY, 1999FY, 2000FY, 2001FY, 2002FY, 2003FY, 2004FY, 2005FY, 2006FY, 2007FY, 2008FY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018FY, 2019

Cash

50.2k1.3m1.4m441.2k2.8m2.5m4.8m5.8m4.6m5.8m8.0m9.5m10.6m29.8k23.0m23.7m23.2m

Accounts Receivable

565.7k903.4k1.3m1.2m2.5m2.6m2.7m3.3m3.8m3.3m

Inventories

494.5k

Current Assets

2.02.02.02.050.2k2.4m4.1m5.5m7.9m7.8m9.9m11.5m13.1m15.0m17.1m20.1m23.1m43.4k38.8m40.7m39.7m
GBPFY, 2004FY, 2005FY, 2006FY, 2007FY, 2008FY, 2009FY, 2010FY, 2011FY, 2012FY, 2013FY, 2014FY, 2015FY, 2016FY, 2017FY, 2018FY, 2019

Net Income

856.9k2.0m1.5m2.2m2.5m2.7m3.0m3.3m3.1m3.6m4.3m4.0m5.2k6.4m8.2m

Cash From Operating Activities

1.0m1.8m646.8k2.8m2.0m3.2m2.7m2.4m4.3m5.1m3.7m6.1m10.1k8.8m16.3m8.8m

Cash From Investing Activities

(5.0m)

Dividends Paid

250.0k385.0k385.0k543.3k727.3k793.7k1.1m1.9m2.8k3.4k
GBPFY, 1999

Financial Leverage

1 x
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Mattioli Woods Cybersecurity Score

Cybersecurity ratingPremium dataset

B

89/100

SecurityScorecard logo

Mattioli Woods Online and Social Media Presence

Embed Graph

Mattioli Woods Blogs

Thank you for signing up

Thank you for signing up admin Wed, 05/05/2021 - 00:12 Thank you for signing up to receive all of the latest news and insights from Mattioli Woods. If you have any questions, please email marketing@mattioliwoods.com. Want to browse the rest of the Mattioli Woods website? Click the button belo…

WE ARE PLEASED TO WELCOME OUR LATEST ACQUISITION – CALEDONIA ASSET MANAGEMENT LIMITED

WE ARE PLEASED TO WELCOME OUR LATEST ACQUISITION – CALEDONIA ASSET MANAGEMENT LIMITED aidan.gee Mon, 04/19/2021 - 09:08 Client Services   …

INVESTMENT LINE: OUR CURRENT THINKING ON MARKETS - APRIL 2021

INVESTMENT LINE: OUR CURRENT THINKING ON MARKETS - APRIL 2021 tanisha.mistry Fri, 04/16/2021 - 14:41 Investment Line is a regular investment bulletin produced by Mattioli Woods plc. The communication provides an update on funds, highlights some of the areas we are focusing on, and shares our …

MATTIOLI WOODS ANNOUNCE THE ACQUISITION OF POLE ARNOLD FINANCIAL MANAGEMENT LIMITED

MATTIOLI WOODS ANNOUNCE THE ACQUISITION OF POLE ARNOLD FINANCIAL MANAGEMENT LIMITED aidan.gee Tue, 04/13/2021 - 09:00 Client Services   …

MAKE SURE TO GET YOUR AIM RIGHT WHEN IT COMES TO ISAS

MAKE SURE TO GET YOUR AIM RIGHT WHEN IT COMES TO ISAS tanisha.mistry Wed, 03/31/2021 - 11:56 Wealth Management Consultant, John Kelly, answers all important questions relating to ISAs in this article featured in The Press and Journal. You can read the full article here. …

MATTIOLI WOODS ANNOUNCED AS FINALIST IN FUND MANAGER OF THE YEAR AWARDS

MATTIOLI WOODS ANNOUNCED AS FINALIST IN FUND MANAGER OF THE YEAR AWARDS tanisha.mistry Tue, 03/30/2021 - 11:03 This year’s Fund Manager of the Year Awards from Investment Week has seen the FP Mattioli Woods Adventurous Fund nominated as a finalist.  …
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Mattioli Woods Frequently Asked Questions

  • When was Mattioli Woods founded?

    Mattioli Woods was founded in 1991.

  • Who are Mattioli Woods key executives?

    Mattioli Woods's key executives are Joanne Lake, Ian Mattioli and Carol Duncumb.

  • How many employees does Mattioli Woods have?

    Mattioli Woods has 642 employees.

  • What is Mattioli Woods revenue?

    Latest Mattioli Woods annual revenue is £58.5 m.

  • What is Mattioli Woods revenue per employee?

    Latest Mattioli Woods revenue per employee is £91.1 k.

  • Who are Mattioli Woods competitors?

    Competitors of Mattioli Woods include Hargreaves Lansdown, CFO Base and Quicko.

  • Where is Mattioli Woods headquarters?

    Mattioli Woods headquarters is located at 1 New Walk, Leicester.

  • Where are Mattioli Woods offices?

    Mattioli Woods has offices in Leicester, Aberdeen, Buckingham, Edinburgh and in 7 other locations.

  • How many offices does Mattioli Woods have?

    Mattioli Woods has 11 offices.