Mattioli buys local Financial Planner in £7m deal 

Wealth manager and SIPP provider Mattioli Woods has acquired Leicester Financial Planning firm Pole Arnold Financial Management Limited in a deal worth up to £7m.

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Mattioli buys London Planner for £2.34m 

Wealth manager and SIPP provider Mattioli Woods has bought London-based Financial Planner Montagu Limited in a deal worth up to £2.34m. 

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Cost cutting boosts pre-tax profit at Mattioli Woods

Mattioli Woods, the wealth management and SIPP business, has reported profit before tax up 36.7% to £13.4m for the year ended 31 May.

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Mattioli Woods maintains acquisition strategy

Wealth manager and SIPP firm Mattioli Woods forecast today that 2020 revenues would match 2019 and a round of cost cutting should help maintain profits.

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