IM

Iain McKenzie

Chief Operating Officer

Mattioli Woods

Leicester, England


Contact Information

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Company Information

Company
Mattioli Woods
Industry
financial services
Employees
570.0
Seniority
C suite
Annual Revenue
137740000.0

Technologies

Cloudflare DNS Outlook Eloqua Pantheon Microsoft Application Insights Atlassian Cloud OneTrust Hubspot Datadog Azure Active Directory Google Font API Google Maps (Non Paid Users) Workday Recruit Adobe Media Optimizer reCAPTCHA Facebook Custom Audiences Varnish Typekit Facebook Login (Connect) Shutterstock Google Tag Manager Vimeo YouTube Nginx Google Places Google Play Mobile Friendly Linkedin Marketing Solutions Google Maps Cedexis Radar Facebook Widget WordPress.org Google Analytics Render

Keywords

wealth management employee benefits retirement planning trusteeship administration investment sipp taxation ssas pension consultancy portfolio management equity inheritance tax isa structured products property financial advice vcts wealth managers financial planning retirement solutions pension services family protection tax-efficient investing estate planning children's future planning isa investment trusteed services responsible investing commercial property investment critical illness cover life assurance business protection exit planning strategies employee engagement programs wellbeing solutions property portfolio management inheritance tax planning investment funds diversified income portfolio business succession planning investment consultancy charitable giving advice wealth preservation investment risk assessment bespoke financial strategies client-centric services transparent performance tracking retirement income planning educational funding wealth transfer strategies investment diversification alternative investment options multi-asset portfolios financial success frameworks holistic financial guidance personalized investment advice financial security planning cost-effective pension solutions comprehensive financial solutions asset management self-invested personal pensions (sipp) small self-administered schemes (ssas) commercial property administration bespoke financial solutions client-focused approach innovative financial services multi-generational client relationships holistic financial planning financial education real estate investment trusts (reits) flexible benefits packages tax strategies professional adviser services client outcomes integrity sustainable business financial expertise uk financial services industry investment management financial services law practice legal services

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