Mattioli Woods Limited
Mattioli Woods Limited
Trading as: Mattioli Woods
#03140521 • Active • Acquired by Pollen Street Capital in 08/03/2024
B2bB2cServicesSubscription
Mattioli Woods is a trusted financial services company providing wealth management, employee benefits, and investment solutions for individuals and businesses. Their expertise spans pensions, investments, financial advice, and retirement planning, with a focus on personalized support and building strong client relationships.
Founded: 21/12/1995
Industries: Other business support service activities n.e.c.
Website: https://mattioliwoods.com
Phone: Subscribe to view
Email: Subscribe to view
Location: Aberdeen
Products
- Benefits Package
- Critical Illness
- Due Diligence
- Exit Planning
- Flexible Benefits
Services
- Asset Management
- Business Planning
- Business Protection
- Children's Future Planning
- Employee Benefits
Financial Snapshot
Last accounts made up to 31 May 2024
Next accounts due 28 February 2026 (9 months)
Cash in Bank £39.92m
↓ -11%
Turnover £123.18m
↑ 11%
EBITDA £10.98m
↓ -51%
Total Liabilities £45.66m
↓ -1%
Employees 931
↑ 6%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Lindsey Mcmurray | Managing Partner | 04/09/2024 | British | 54 years |
| Duncan Peter Gerard | Partner | 04/09/2024 | British | 42 years |
| Alison Heather Mckinna | Non-executive Director | 11/12/2023 | British | 58 years |
| Michael David Wright | Company Director | 08/06/2021 | British | 43 years |
| Iain Andrew Mckenzie | Company Director | 24/05/2021 | British | 50 years |
| Ravi Singh Tara | Director | 17/02/2021 | British | 42 years |
| Martin John Reason | Director | 05/01/2021 | British | 64 years |
| Anne Margaret Gunther | Non-executive Director | 14/06/2016 | British | 70 years |
| Ian Thomas Mattioli | Director | 06/03/1996 | British | 62 years |
Role:
Managing Partner
Appointed:
04/09/2024
Nationality:
British
Age:
54 years
Role:
Partner
Appointed:
04/09/2024
Nationality:
British
Age:
42 years
Role:
Non-executive Director
Appointed:
11/12/2023
Nationality:
British
Age:
58 years
Role:
Company Director
Appointed:
08/06/2021
Nationality:
British
Age:
43 years
Role:
Company Director
Appointed:
24/05/2021
Nationality:
British
Age:
50 years
Role:
Director
Appointed:
17/02/2021
Nationality:
British
Age:
42 years
Role:
Director
Appointed:
05/01/2021
Nationality:
British
Age:
64 years
Role:
Non-executive Director
Appointed:
14/06/2016
Nationality:
British
Age:
70 years
Role:
Director
Appointed:
06/03/1996
Nationality:
British
Age:
62 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Pollen Street Capital Limited | Significant Influence Or Control | 03/09/2024 | United Kingdom |
Nature of Control:
Significant Influence Or Control
Notified On:
03/09/2024
Nationality:
United Kingdom
Financial Accounts
| May 2024 | May 2023 | May 2022 | |
|---|---|---|---|
| Income Statement | |||
| Turnover | |||
| Export Revenue | |||
| Sales | |||
| Other Operating Income | |||
| Other Operating Items | |||
| Cost of Sales | |||
| Raw Materials & Consumables | |||
| Gross Profit | |||
| Admin Expenses | |||
| Other Operating Charges | |||
| Depreciation | |||
| R&D Expenses | |||
| Operating Profit | |||
| EBITDA | |||
| Financial Revenue | |||
| Financial Expenses | |||
| Financial Profit/Loss | |||
| Interest Paid | |||
| Extraordinary Revenue | |||
| Extraordinary Expenses | |||
| Net Extraordinary Items | |||
| Pre-Tax Profit | |||
| Tax | |||
| Profit After Tax | |||
| Retained Profit | |||
| Balance Sheet | |||
| Non-Current Assets | |||
| Intangible Assets | |||
| Tangible Fixed Assets | |||
| Other Non-Current Assets | |||
| Current Assets | |||
| Stock | |||
| Debtors | |||
| Cash in Hand | |||
| Other Current Assets | |||
| Called Up Share Capital | |||
| P&L Account Reserve | |||
| Shareholder Funds | |||
| Other Shareholder Funds | |||
| Provisions | |||
| Long Term Debt | |||
| Creditors (> 1 year) | |||
| Other Non-Current Liabilities | |||
| Short Term Debt | |||
| Creditors | |||
| Creditors (< 1 year) | |||
| Other Current Liabilities | |||
| Key Metrics | |||
| Net Assets | |||
| Net Current Assets | |||
| Total Assets Less Current Liabilities | |||
| Working Capital | |||
| Enterprise Value | |||
| Added Value | |||
| Cashflow Before D&A | |||
| Other Information | |||
| Staff Costs | |||
| Number of Employees | |||
Charges
2 charges registered
Lloyds Bank PLC Satisfied
Created 07/04/2014Land and premises at hallam way old mill lane industrial estate mansfield woodhouse nottinghamshire ...
#031405210002
The Royal Bank of Scotland PLC Satisfied
Created 28/09/2005Fixed and floating charges over the undertaking and all property and assets present and future inclu...
Properties
14 properties
Regions
8
Freehold
8
Leasehold
6
EAST ANGLIA
Cheveley House, Fordham Road, Newmarket (CB8 7XN)
Leasehold • CB8 7XN
Added 04/12/2015 • WEST SUFFOLK
SOUTH EAST
11 Redhills Road, South Woodham Ferrers, Chelmsford (CM3 5UL)
Leasehold • CM3 5UL
£245,000
Added 03/06/2016 • CHELMSFORD
SOUTH EAST
2-4 Panfield Lane, Braintree (CM7 2TH)
Freehold • CM7 2TH
£375,100
Added 06/01/2016 • BRAINTREE
Grants
No grant information available
Group Structure
POLLEN STREET GROUP LIMITED
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 16/04/2025 | Officers | Second Filing Of Director Appointment With Name | View (3 pages) |
| 14/04/2025 | Officers | Change Person Director Company With Change Date | View (2 pages) |
| 30/01/2025 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 18/11/2024 | Accounts | Accounts With Accounts Type Group | View (116 pages) |
| 12/11/2024 | Capital | Capital Allotment Shares | View (3 pages) |
| 01/10/2024 | Persons With Significant Control | Withdrawal Of A Person With Significant Control Statement | View (2 pages) |
| 01/10/2024 | Persons With Significant Control | Notification Of A Person With Significant Control | View (2 pages) |
01/10/2024 Persons With Significant Control
Withdrawal Of A Person With Significant Control Statement
01/10/2024 Persons With Significant Control
Notification Of A Person With Significant Control