Mattioli Woods was first listed on Aim in November 2005. Core services are targeted towards controlling directors, professional persons, owner-managed businesses and small-to-medium sized PLCs. The group now advises over 6,000 clients throughout the UK, with funds under advice and administration in excess of £4 billion.
As part of the rebrand, the group’s strapline will also change from “Pensions and Wealth Management” to “Wealth Management and Employee Benefits”.
Mattioli Woods director of employee benefits Alan Fergusson says: “This is a milestone in our history and much more than a change of name. It is an opportunity to continue to build on our successful 21st century financial services business for our clients.
“The fundamental strengths of our people, products and services will remain unchanged and we are excited for the future.”
Mattioli Woods group chief executive Ian Mattioli says: “Moving to one brand will provide a greater cohesiveness which in turn will distinguish our products and services and help us continue to grow our position as a leading player in the wealth management and employee benefits sector.
“This is a very positive development for both new and existing clients and we intend very much to build upon the Newmarket and Scotland teams’ award-winning and excellent reputation for providing a first-rate client service”.