Mattioli Woods

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.

On June 11th Retirement Planner held its inaugural Forum and Awards at Le Meridien Piccadilly in London.

Revenue at wealth manager and employee benefits business Mattioli Woods grew by a quarter in the past 12 months, latest figures show.

Mattioli Woods has reported an increase in both group revenues and profits as the effects of rule changes brought in following the Retail Distribution Review (RDR) boosted its wealth management division.