Mattioli Woods plc, the specialist pensions consultancy, has acquired the trade and assets of John Bradley Financial Services and North Star SIPP LLP

“I am delighted to announce our acquisition of the JB Group. John Bradley is a highly-regarded industry figure who is recognised as having made a significant contribution to the development of self-invested pensions through his work with AMPS. In common with Mattioli Woods, the JB Group’s core business is focused on attracting clients who require bespoke personal service and specialist advice

The carefully considered decision was driven by the ever increasing needs of the companies’ clients, in respect of changes both in the structure of pension provision and the increasing obligations under the Financial Services and Markets Act. Being part of a larger organisation will enhance the provision of proactive administration and consultancy services to clients whilst widen the planning opportunities available to them.

Based in Leicester, Mattioli Woods was established by myself and Bob Woods. We both worked with John Bradley for a number of years before the JB Group was established. As such our businesses developed with a similar ethos in aiming to build and maintain long-term client relationships.

Mattioli Woods employs some 120 people, and we have succeeded in maintaining a strong culture of client care and, at the same time, continued to develop ancillary services which are of benefit to clients in operating their pension schemes through small self-administered and self-invested pension arrangements.

John Bradley will continue to play a full and active role, working in partnership with Mattioli Woods to ensure a smooth integration of our organisations. The long-standing and highly experienced JB Group staff will also be joining the Mattioli Woods’ team.”

Ian Mattioli
Chief Executive of Mattioli Woods

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