Mattioli Woods

Lindley Group offloads SSAS admin operation

Retirement has changed and 'we've never had it so good'

Self-invested personal pensions (SIPP) should not buckle under regulatory pressure to become plain vanilla share class wrappers as clients need diversification in their portfolios, Mattioli Woods has said.

Wealth manager Mattioli Woods has bought advice firm Taylor Patterson for £8.3m, adding a further £640m to its £5.4bn of client assets.

George Osborne’s £1m IHT giveaway comes with a catch (or two)

Mattioli Woods is to acquire advice firm Boyd Coughlan in a £7m deal and has also announced plans to raise a more than £18m from shareholders to fund further growth.

Executive chairman of advice firm Mattioli Woods Bob Woods is to keep his 15.1% shareholding in the company following the divorce from his wife but will pay out half its value, the pair have agreed.

Fiona Murphy takes a closer look at the Financial Conduct Authority's (FCA) capital adequacy reforms, thematic review and ‘Dear CEO' letter for SIPP operators.

Our weekly heads-up on events, jobs and hires, plus some other bits and bobs for professional financial advisers...

Wealth manager Ashcourt Rowan has sold its remaining SIPP and SSAS business to Mattioli Woods.