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Mattioli Woods plc

Mattioli Woods plc is a leading provider of wealth management and employee benefit services with multiple offices throughout the UK. We provide integrated wealth management services via pension consultancy and personal investment and administer over 10,000 clients and oversee more than £9 billion of assets.

We provide our clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. Our clients can be confident in the advice we give and for strategies to be administered quickly and efficiently. For corporate clients, we provide a comprehensive range of employee benefit services.

We pride ourselves in building longstanding relationships to provide trusted advice, high standards, and a personalised delivery.

Widely recognised as a market leader in self-administered and self-invested pension arrangements, our purpose is to provide trusted advice, high-quality service standards, and a personalised delivery.

We understand that clients go through tough times, and many of our consultants have close personal/family experience of dealing with dementia.

14 August 2019
East of England
Local Alliances:
Newmarket Dementia Action Alliance

1. Action Plan

1. The National Dementia Declaration lists seven outcomes that the DAA are seeking to achieve for people with dementia and their carers. How would you describe your organisation’s role in delivering better outcomes for people with dementia and their carers?

We feel that dementia is the biggest single problem facing health services today and one that is impacting many of our employees and clients. It poses an enormous challenge and demands an urgent and substantial response.

Alzheimer’s Research UK became our charity of the year for the next two years in 2019 with the aim to raise £150,000 during this vital fundraising partnership to help transform lives, identify life-changing treatments and eventually a cure. We are engaging employees, clients and partners to raise money for the charity through a series of fundraising events, from bucket collections to payroll giving, sporting events, dinners and seasonal activities.  In addition to this we are encouraging our employees to take part in research activities.  Raising funds is our priority alongside raising awareness to overcome misconceptions around dementia. 

We have seen first-hand the devastating effect dementia has on families and we look forward to making a huge difference over the next two years and beyond via research funded from our efforts. 

2. What are the challenges to delivering these outcomes from the perspective of your organisation?

We are confident that we can deliver across our locations, Aberdeen, Belfast, Birmingham, Buckingham, Edinburgh, Glasgow, Leicester, London, Manchester, Newmarket and Preston;  though we may look to engage with “local” DAAs in these locations.


Member website


2. Actions

  • Improve our understanding of Dementia

    We will arrange for all staff to be dementia aware to ensure greater understanding of the condition and how we can help.

  • Work in partnership with Newmarket DAA

    Mattioli Woods will work with the Newmarket Dementia Action Alliance to support Newmarket to become a dementia friendly community and encourage other organisations to attend Dementia Friends sessions and sign up to the Dementia Action Alliance.

    Being implemented
  • Promoting dementia awareness

    Mattioli Woods will display the NDAA window and Alzheimer’s Society window stickers to show it is a member of the NDAA and supports the aim of Newmarket working to become a dementia friendly community.