Mattioli Woods
Company description
Self-invested personal pensions
With offices UK wide, we administer over 10,000 clients and hold £8.3 billion of assets. We can proudly claim to be a leader in the field of self-invested personal pensions (SIPP) and small self-administered schemes (SSAS), and such arrangements are often central to our clients’ pension strategy.
We take full account of the wider opportunities, including ISAs and other forms of personal investment; taxation and trust planning; and work with our clients to develop a balanced financial plan.
Phone
07792 775174 / 0116 2408700