Mattioli Woods buys SSAS advice firm for £4m

£380m assets under administration

Tom Ellis
clock • 1 min read

Mattioli Woods has bought Belfast-based SSAS Solutions for an initial price of £2.5m that could rise up to £4m, subject to certain financial targets.

The small self-administered pension scheme (SSAS) focused business was established in 2009 and acts as a SSAS practitioner to 350 schemes and has around £380m of assets of administration. The firm employs 12 staff and provides personal service and expert technical advice to owner-managed businesses throughout the UK. The SSAS firm's management team will be retained by the wealth management giant following the acquisition.  Mattioli Woods CEO Ian Mattioli said: "This acquisition is an important step forward for Mattioli Woods, as we continue to expand our operations. SSAS Solutions is ...

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 Companies

ZeroKey CEO on 'positively disrupting' the advice profession

ZeroKey CEO on 'positively disrupting' the advice profession

ZeroKey has now been live for eight months

Isabel Baxter
clock 14 May 2025 • 4 min read
WealthTek administrators make 'substantial progress' on client payouts

WealthTek administrators make 'substantial progress' on client payouts

Majority have now received compensation

Isabel Baxter
clock 14 May 2025 • 3 min read
Former St James's Place partner practice takes 'bold decision'

Former St James's Place partner practice takes 'bold decision'

Porta Partners moves away from SJP’s restricted advice model

Isabel Baxter
clock 13 May 2025 • 1 min read