Personal wealth management
In offering distinct and focused pension investment services, Mattioli Wood’s management of clients’ wealth can inevitably widen to involve strategic planning in relation to personal assets, and to facilitate ancillary advisory services on a range of areas including taxation, overseas pensions (QNUPS, QROPS) and estate planning.
Investment services
Mattioli Wood’s innovative investment products include the following:
- Syndicated property
- Structured products
- Discretionary fund management
For further advice on Mattioli Woods Personal Wealth Management services please contact Kieran Mehngar on 0116 240 8700 / 07792 775174 or e-mailkieran.mehngar@mattioli-woods.com
Mattioli Woods SIPP Key Features.
