Exciting times lie ahead for Doherty Pension & Investment Consultancy Ltd in Belfast, who have become part of the Mattioli Woods Group. Mattioli Woods plc is a listed company with over 800 employees, in excess of £15bn assets under advice and administration, and offices throughout the UK. It is one of the UK’s leading providers of wealth management, corporate benefits and pension consultancy services.
Since its formation in 1985, Dohertys have built an enviable reputation and are proud of the long-term relationships that have developed with their clients over the years. Now, in an ever changing, growing and challenging industry their new relationship with Mattioli Woods will bring added benefits of scale, a wider geographical reach and an increased breadth of service.
Furthermore, the merge sees the bringing together of the teams at SSAS Solutions and Dohertys, plans are well underway to facilitating a move so all can work together in one location. This will create the only dedicated SSAS provider in Northern Ireland without the involvement of a third party. Terry Lappin, Managing Director at Dohertys commented, “No other business will have the depths of experience or administrative capability that will result from the two teams coming together”.
This synergy will provide an opportunity for Doherty’s clients to take advantage of the generous tax concessions and commercial opportunities associated with small, self-administered pension schemes (SSAS), and with the recent budget changes these advantages are further enhanced due to increases in the annual pension allowance and the abolition of the lifetime allowance. Terry also remarked, “Now is the time to take advantage of these opportunities while maintaining control of your investments”.
As a team, Dohertys are really excited about the growth they have achieved and the opportunities that lie ahead. The existing team will remain in place and become enhanced with the further resources that the coming together of the two businesses offers.
Terry Lappin, Managing Director of Dohertys, added:
“We are delighted to be joining the Mattioli Woods Group as the synergy between our companies was obvious from our very first discussion. This can only improve our client offering and we are looking forward with enthusiasm to what can be achieved”.
For more information on Doherty Pension & Investment Consultancy Ltd, please follow this link to their website www.dohertypic.com
