Pensions & wealth management for clients of Terra Finance

Terra Finance has teamed up with Mattioli Woods plc Pensions & Wealth Management to offer its clients the following products:

• Self-invested personal pension schemes (SIPP)
• Small self-administered schemes (SSAS)
• Employee Benefits
• Personal Wealth Management

Introduction to Mattioli Woods

Mattioli Woods is one of the UK’s leading providers of pension consultancy and wealth management services. The business employs over 250 staff throughout our Leicester, London, Aberdeen and Glasgow offices, administer over 2,900 SIPP schemes and 1,400 SSAS schemes and hold over £2.8 billion of assets under advice and administration.

By building long term client relationships, the aim of Mattioli Woods is to provide trusted advice, high service standards and personalised delivery. 

For further advice on Mattioli Woods Pensions & Wealth Management services please contact Kieran Mehngar on 0116 240 8700 / 07792 775174 or e-mailkieran.mehngar@mattioli-woods.com

Self-invested Personal Pension (SIPP)

A SIPP provides clients with a high degree of flexibility and full control of all aspects of their pension planning and allows diversification through a much wider range of investments, including commercial property, equities, managed and insured funds, a full range of deposits and the ability to undertake client related transactions.

Small self-adminstered scheme (SSAS)

A SSAS is an occupational scheme set up by a limited company typically for the benefit of its controlling directors and senior management.

Employee benefits

Mattioli Woods offer a consultancy function to client companies in relation to group and staff pension arrangements, from the complexities of final salary schemes, through to defined contribution schemes and the wider employee benefits. Auto-enrolment and compulsory employer contributions bring challenges to many.

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.