Displaying items by tag: Mattioli Woods

Advice and Financial Planning assets grew by over 6% to over £11bn at wealth manager and Financial Planner and SIPP firm Mattioli Woods for the year ending 31 May.

SIPP provider and wealth manager Mattioli Woods has acquired a 50.1% stake in Lincoln-based mortgage adviser White Mortgages Ltd for £425,000.

SIPP provider and wealth manager Mattioli Woods has acquired Northern Ireland Financial Planner and SSAS adviser Doherty Pension & Investment Consultancy for £15.048m.

Wealth manager and SIPP provider Mattioli Woods has today reported a sharp rise in pre-tax profits by 45% to £4.8m in its interim results for the six months ended 30 November.

SIPP provider and wealth manager Mattioli Woods - and its sister fund management company Amati Global Investors - have donated nearly £170,000 to charities across the country.

Wealth manager and SIPP provider Mattioli Woods has reported revenue rose by 10% to £54.9m (1H22: £49.9m) for the six months ended 30 November.

SIPP provider and wealth manager Mattioli Woods has reported a near 73% rise in revenue for the year ended 31 May thanks to a rapid acquisition programme.

Former Mattioli director Mark Smith has been appointed CEO at pensions and SIPP fintech Gaudi.

Ludlow Wealth Management, a subsidiary of wealth manager and SIPP provider Mattioli Woods, has acquired £80m AUM Glasgow Financial Planner Ferguson Financial Management in a deal worth up to £1.2m.

David Kiddie has taken up his new role as chairman of wealth manager and SIPP provider Mattioli Woods today after regulatory delays from the FCA in providing approval.