Mattioli Woods announce new partnership with AAT

Zoya Malik November 20, 2020

As part of their ongoing strategy to support all areas of the financial services sector, Mattioli Woods have partnered with the Association of Accounting Technicians (AAT), providing help to their members and offering support with their client relationships.

AAT is the UK’s leading qualification and professional body for technical accountants and bookkeepers, and has around 130,000 members in over 100 countries.

Mattioli Woods partnership with AAT enables them to work with their members to help enhance its offering and support existing client relationships. Mattioli Woods will provide valuable ongoing technical support on existing and new legislation, as well as helping members to build client solutions. In addition to this, Mattioli Woods consultants will be participating in AAT member events, presenting around the country to a number of different branches.

Doug Ryan, Wealth Management Director at Mattioli Woods said: “Offering support and insight to valuable professional financial services, such as accounting technicians, is core to the Mattioli Woods strategy of providing the best possible client service. We are pleased to be furthering our relationship with AAT by partnering with them and working with their members to enhance and support their existing client relationships.

“Through sharing our extensive expertise and experience we can support CPD programmes for members of AAT and increase their understanding of wealth management opportunities for their clients. We also continue to support their Future Finance initiative which provides members with the skills they need to sustain and succeed, as well as the tools to navigate a changing financial landscape.”

Steven Drew, Head of Markets and Products at AAT, comments: ““AAT’s professional members are respected across the UK and, with changing market needs, it is critical that we provide opportunities to keep their skills and knowledge up to date. Partnerships, such as this one with Mattioli Woods, are an essential part of our membership support offer.”