MWise

CHOOSE MWISE AND MAKE YOUR INVESTMENTS WORK FOR YOU

Simple and convenient investing at your fingertips
We help you decide how much risk you want to take; you then tell us how much you want to invest and where, choosing between investments managed by Mattioli Woods that match your needs. 

How does it work?
MWise will ask you some easy questions and then recommend one of our portfolios for you to invest in – this will include a report to explain why the portfolio is right for you. Your money will then be put to work and managed by our experts.

Keeping track
After you invest, you can see how your investment is performing, any time of day or night. It really is that easy.

How much?
Start by investing with as little as £500 as a lump sum. Direct debits can be set up from £150 per month, or £250 for a Junior ISA. You then have the option to set up a direct debit from just £50 a month. You can open a General Investment Account, or you can invest tax free in an individual savings account (ISA), or (for under 18s) a junior ISA.

Plan for the future
Have a particular goal in mind? MWise helps you keep on track and plan future investments.

Our experts
There are real people behind your investments. They will be managed by Mattioli Woods, one of the country’s leading wealth managers, with over 30 years’ experience of helping clients secure financial independence.

Fees
We’ve combined our experience with leading technology to keep the cost of investing proportionate to your investment amount. There are no hidden charges and any fees will be made clear before you invest.

In summary, your investments are …
• Easy to understand, as we’ve stripped out all the jargon and you can readily see where your money is invested and how it is performing
• Expertly managed, as we will monitor your chosen portfolio and make any changes needed, without you having to do a thing
• Immediately diversified, as your money will be spread across a range of investments throughout the world to meet your chosen level of risk
• Secure, as they are managed in accordance with UK regulation and protected by the Financial Services Compensation Scheme (subject to eligibility criteria and terms).

Important
The value of investments and the income from them can fall as well as rise and you may not get back the full amount invested. Past performance is not a guide to the future and our projections are not a reliable indicator of future returns. Tax treatment depends on your individual circumstances and tax rules can change. Mattioli Woods plc is authorised and regulated by the Financial Conduct Authority. Terms and conditions apply. Visit https://mattioliwoods.com for more information.

Contact us
If you are having problems using our app, please visit our FAQS for further help: https://mattioliwoods.com/MWise-FAQs#2727.