Mattioli Woods

Have you ever considered a career in consultancy? If you’re curious about what qualifications or experience you need to join our Trainee Consultant Academy, we’ve got great news! Our Academy is designed to welcome people from all backgrounds, as long as you have up to three years of experience in sales, banking, mortgages, or a customer services related sector, or up to two years' experience in financial services related roles. Ready to take the leap? Find out more about the Trainee Consultant Academy and start your path to success today: https://lnkd.in/eduT3ADS #TraineeConsultants #TraineeAdviser

As winter approaches, it’s a great time to think about how the season might affect your finances. With the year winding down, consider reviewing your investment portfolio to spot any seasonal opportunities that might align with your goals. If you’d like personalised advice or need to discuss your winter financial strategy, contact us today. We’re here to help you make the most of the season and secure your financial future. As with all investing, your capital is at risk and you may get back less than you put in. #MattioliWoods #WealthManagement

Planning for your child's future? A Junior ISA (JISA) could be a smart way to help them build financial security. Wealth Management Consultant Matt O'Hara Ⓥ 🌱shares insights on how JISAs work, their benefits, and how to make the most of this tax-efficient savings option in his latest article. Read more here: https://lnkd.in/ejTTrSDq

Kickstart your career in financial services with Mattioli Woods! We are excited to announce our Trainee Consultant Academy is now open for our June intake, where you will be able to develop your confidence, and gain knowledge and advisory experience to become a qualified wealth management consultant. You will also have the chance to be mentored, guided, and supported by our leading consultants. If you are ready to take the next step in your career, apply here: https://lnkd.in/gnTyg4wi #hiring #wealthmanagement #careerinfinance

A big thank you to Mr. Colin Turkington for your wonderful feedback! If you want to achieve your financial goals with a tailored, results-oriented strategy, Murray’s approach could be just what you need. His expertise in simplifying complex financial matters and focusing on actionable solutions is a game-changer for anyone looking to secure their financial future. Contact us today to schedule a consultation with one of our advisers and see how we can help you achieve your financial goals.

It was great to see so many of you at AAT Connect Exhibition last week. If you missed the chance to chat with one of our consultants about how Mattioli Woods can support you and your client's financial journey, don’t worry—there’s still time to reach out. Our team is here to help with tailored advice and insights to guide your goals. Connect with us today: https://lnkd.in/eADKwwY6 #AATConnect 

If you’re unsure about investing, the journey ahead might seem daunting but with the right guidance, it can also be incredibly rewarding. Whether you’re looking to grow your savings, plan for the future, or start building wealth, getting started on the right foot is crucial. Don’t let uncertainty hold you back. Contact us today to start your investment journey with confidence and turn your financial goals into reality. #MattioliWoods #Investors #Investor #WealthManagement

As it's Talk Money Week, we asked our consultants: What’s the one piece of advice they’d give their younger selves to improve their financial wellbeing? Starting that first conversation about money can feel daunting, but it’s a crucial step towards improving your financial health. Take some time this week to open up about money matters — whether it’s with family, friends, or a financial professional. Let’s make this week the beginning of a brighter financial future. #TalkMoneyWeek Adrian Firth | Josie Turi | Anthony Rowe | Saira Chambers | Jamie Barker

Stress affects many aspects of our lives and if left unacknowledged can affect our wellbeing significantly. Money worries are one of the most common stressors, impacting everything from our mental wellbeing to our physical health. What may seem small to some people can be a major concern to others. That’s why it’s important to remember that managing stress starts with understanding what’s causing it. By taking proactive steps to address your financial concerns, you can ease your anxiety and build a more secure future. Take time this Stress Awareness Day to speak to someone and start your path to greater peace of mind. #StressAwarenessDay #MattioliWoods

Our Employee Benefits International team had a fantastic time at the WBN - Worldwide Broker Network's conference in Marrakech last month. Here's a glimpse of what the team got up to at the conference. If you attended the conference and didn't get a chance to meet the team, get in touch today. A huge thanks to the team WBN - Worldwide Broker Network for putting together another great conference and we can't wait for the next one in 2025. #WBNconference #EmployeeBenefits #WBNGlobal #MakeMagicinMarrakech Nick Howarth | Ed Watling | Ryan Dalton