SIPP provider buys ex-PFS president's firm

£65m assets under advice

Hannah Godfrey
clock • 1 min read

Wealth manager and self-invested personal pension (SIPP) provider Mattioli Woods has acquired Chartered financial planning firm The Turris Partnership.

The Glasgow-based firm has brought more than £65m in assets under advice to Mattioli Woods. All five members of the team will move into Mattioli Woods' Glasgow office in Q1 2020. The Turris Partnership was set up by managing director and well known industry figure Brian Steeples in 2003. In 2005, Steeples became the first president of the Personal Finance Society (PFS) and was instrumental in its creation when it was formed by the merger of The Society of Financial Advisers and the Life Insurance Association. Mattioli Woods chief executive officer Ian Mattioli said: "We put a gr...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Verso rejects platform incentives model, says adoption must be earned

Verso rejects platform incentives model, says adoption must be earned

Nucleus-built platform rolled out across advice group with no mandated use as consolidator targets £5bn AUM

Sahar Nazir
clock 27 June 2025 • 2 min read
Number of highly vulnerable clients slides

Number of highly vulnerable clients slides

Dynamic Planner research finds

Jen Frost
clock 27 June 2025 • 2 min read
Anthony Carty: Why the nuance of private equity in advice matters

Anthony Carty: Why the nuance of private equity in advice matters

When done right, PE can help deliver sustainable growth for the whole market

Anthony Carty
clock 27 June 2025 • 4 min read