Mattioli Woods

Have you thought about becoming a financial adviser? If so, why not consider joining our Trainee Consultant Academy. Our Academy is designed with you in mind. It provides you with the qualifications, knowledge, and hands-on experience necessary to kickstart your career as a financial adviser in the UK. Since 1991, we have been guiding our consultants at every stage of their journey. Discover why our Academy is the perfect fit for you. Are you ready to be part of the next generation of financial advisers at Mattioli Woods? Apply now: https://lnkd.in/ePiz3czH

You’ve seen the name Mattioli Woods around the stadium and proudly displayed on the back of our shirts — but who are they, and how can they help you? Over to Dan, Ben, and Jack ... Discover more about Mattioli Woods and their services today: https://bit.ly/4g5Yd75

It was a huge pleasure to visit Mattioli Woods last week to celebrate an incredible 12 months of support and fundraising by all of their teams. They raised in excess of £92,000 which is staggering and so valuable for funding ongoing research into heart & circulatory disease. Thank you! They have done so much as both teams and individuals over the year to raise this amount including 31 days of walking the days date in kilometres, running marathons, half marathons, 5ks, kilt walks, huge brunches, raffles, sweepstakes, being wonderful sponsors of the Heart Hero Awards and so many more I cant list them all. Safe to say Mattioli Woods embraced the relationship with British Heart Foundation and we cant thank everyone who got involved enough. I do need to thank a handful of people who where constant supporters and without whom none of this would have happened. The most important person throughout has been the unflappable and hyper efficient Joanne S. who has been wonderful to work with and made the relationship the success its been. Along with Jo a massive thank you to the following; Iain McKenzie Nathan Smith DipPFS ✍🏼Hannah Dolding Verity Lakin Alexandra Boggis Iain Farr Amy Rogers April Ritchie DipPFS Oliver Amps Sandra Hart and many many more that I may have missed and I apologise and thank each and every one. Thank you from everyone at the British Heart Foundation

While the deals and discounts might be tempting today, why not consider an alternative approach – transform your savings into investments. There are many ways you can invest in your future and take meaningful steps towards achieving your financial goals. At Mattioli Woods, we believe financial education is the best place to start. That’s why our financial advisers are here to guide you through your options and help you make smarter financial decisions. As with all investing, your capital is at risk and you may get back less than you put in. #BlackFriday

Employers, we're not your typical employee benefits consultants. We manage all aspects of our clients’ employee benefits programmes, aiming to understand the focuses and challenges of each client while using our expertise and market knowledge to build compliant and cost‑effective benefits strategies to suit the needs of each of our clients. Driven by our passion for delivering the best outcomes, our employee benefits division offers a broad range of advisory, technology and administrative services. Check out our Employee Benefits brochure today: https://lnkd.in/eKHSPZFJ

Meet Jonathan Finch, your training partner here at the Mattioli Woods Trainee Consultant Academy. After working in a variety of financial services and training roles across the UK, Middle East and South East Asia, Jon joined Mattioli Woods last year as the Consultant Training Partner. Jon works with our trainee financial advisers in the Trainee Consultant Academy, from classroom-based learning through to achieving the CII level 4 in Regulated Financial Planning, it's a rewarding position that's different every day. If you would like to learn more about our Academy and pursue a career at Mattioli Woods as a wealth management consultant, apply here: https://lnkd.in/eWyUs6Ui #Careerinfinance #FutureInFinance #WealthManagement #TrainingAcademy #FinancialAdviser

The Doherty Pension & Investment Consultancy team had an incredible time at the Northern Ireland Chamber of Commerce President’s Banquet in Belfast last week! With over 1,000 business leaders from across Northern Ireland in attendance, it was an excellent opportunity to connect, network, and share ideas. One of the evening’s highlights was meeting the legendary David Walliams - bestselling author and comedy actor. A big thank you to the NI Chamber for hosting such an inspiring and memorable evening. We’re already excited for the next one!

As the festive season approaches, it's easy to get swept up in the excitement of holiday spending. Many of us have experienced that all-too-familiar dread of a post-Christmas financial hangover, where the season's excitement gives way to the reality of overspending. If you want to better manage your finances during the holiday period, our financial advisers can help you get back on track. They’re here to provide guidance and support, ensuring you enter the new year the right way. #WealthManagement #MattioliWoods

As Gen Z is becoming a growing force in the workforce, understanding what they value in a benefits package is essential for attracting and retaining top talent among the younger generation. Gain valuable insights into how your business can tailor benefits packages to engage and satisfy Gen Z employees through our latest webinar with Pay Check Limited. Learn how to design great benefits packages that resonate with the next generation. Watch the full webinar here to discover how your business can stay ahead: https://lnkd.in/e3djq__D Adam Williams | Thomas Martin DipPFS

Earlier this month, we hosted 'Get comfy - why tax doesn't have to be taxing', an evening full of empowerment, connection, and financial enlightenment designed especially for women. Our guests sipped on some fizz and enjoyed the afternoon tea spread as we engaged in stimulating conversation with our panel on tax and protecting our finances for the future. A big thank you to Eileen Perry (Richards) MBE DL, Co-Chair of Enterprising Women (East Midlands Chamber), for hosting our event and also to Lumbers Jewellers for letting us host the event at their stunning jewellery shop. Hina Chauhan | April Ritchie DipPFS | Sheena Kaur FCCA ATT AAT | Kelly C. | Sarah Astley - DipPFS | Josie Turi | Alexandra Boggis | Joanne S. | Shriya Pancholi | Tanisha Mistry