+442071183667 info@terra-finance.co.uk

Personal wealth management

In offering distinct and focused pension investment services, Mattioli Wood's management ofTailors Dummy 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

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