Josie made the annual review of my Mattioli Woods investment an enjoyable meeting. She had prepared well , answered all my questions and made everything easy to understand. She had some good suggestio... Toon meer

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Lees wat reviewers zeggen
We have been with Mattioli Woods for many years and we find that our interests are very well looked after. Would recommend Mattioli Woods for their diligence looking after our interests.
Both Harry our initial contact with MW and now Jag have been very attentive in explaining all our options. If we’ve had any questions we’ve generally e mailed and these have been answered in a timely... Toon meer
Bedrijf heeft geantwoord
Mattioli looked after Mum and Dad's investments for over 20 years, and provided excellent service, great financial advice and were responsive to their needs. After the passing of both parents, they... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
- Financieel adviseur
- Alternatieve financiële diensten
- Verzekeraar
- Beleggingsadvies
- Niet-bancaire financiële diensten
Geschreven door het bedrijf
Mattioli Woods is one of the UK’s leading providers of wealth management and employee benefits, advising more than 16,000 clients, with assets under management, admin and advice of over £16 billion. We put our clients at the core of everything we do, with the objective of growing and preserving their assets while giving them control and understanding of their overall financial position.
Contactgegevens
Verenigd Koninkrijk
- mattioliwoods.com
Vraagt klanten om een review
Dit bedrijf nodigt klanten uit om een review achter te laten. Deze mag zowel positief als negatief zijn.
Heeft 66% van zijn negatieve reviews beantwoord
Reageert doorgaans binnen 1 week
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A great company with the personal…
A great company with the personal touch, tailored to the individual’s needs.

Antwoord van Mattioli Woods
The company has always been very…
The company has always been very helpful and delt with my requests very well excellent in fact

Antwoord van Mattioli Woods
Good advice from consultant and good…
Good advice from consultant and good results so far.

Antwoord van Mattioli Woods

Antwoord van Mattioli Woods
Relationships & confidence
A great relationship and confidence in the investment advice provided.

Antwoord van Mattioli Woods
The thoroughness of the discussion in…
The thoroughness of the discussion in its covering of the options for the cautious protection of our pension pot. Also the prompting of the need now for the creation of a PoA arrangement, which is in hand.

Antwoord van Mattioli Woods
Management experience
All good very professional at all times.
Happy with advice given.

Antwoord van Mattioli Woods
RYAN RICHARDS
RYAN RICHARDS
I want to thank you very much for such an outstanding telephone meeting today. I found it very beneficial and you provided me with up-to-date information and a very thorough and so clearly delivered by you review, explaining, clarifying and making sure I understood everything with regards to my financial position now. You covered it all from every angle, my opinions and you totally worked industriously for me for my financial welfare and wellbeing. It all went extremely well and I am delighted that you are my Consultant at Mattioli Woods and I look forward to our future communications. I consider myself very fortunate, am confident and have trust in you, Ryan. Your character, style, the way you speak, your attention to detail, your professionalism and care will suit me very well. Mattioli Woods are very lucky to have you working in the Company - you are very much a key, valuable, clever, knowledgable, experienced, hard working member of the team. Good luck with everything going forward.

Antwoord van Mattioli Woods
Paul and Ian took the day to come to us…
Paul and Ian took the day to come to us many miles from their base - much appreciated! Also, provides original and thoughtful advice/options, not just cookie cutter info.

Antwoord van Mattioli Woods
Tom's visit
Tom was knowledgeable and answered all our questions and made some suggestions for the future.

Antwoord van Mattioli Woods
Annual review
Scott has been our advisor for many years and is always careful to keep us updated and informed.

Antwoord van Mattioli Woods
I received a friendly and professional…
I received a friendly and professional service

Antwoord van Mattioli Woods
Specialised and friendly advice
Specialised and friendly advice. My investments are well looked after. Thank you

Antwoord van Mattioli Woods
Service to the Family
Mattioli looked after Mum and Dad's investments for over 20 years, and provided excellent service, great financial advice and were responsive to their needs. After the passing of both parents, they serviced the executors of the estate in a first class manner and were available via email, phone and WA to help us deal with IHT and Probate, even during the holiday period.
Great team of people.
Great Company

Antwoord van Mattioli Woods
SIPP review
The financial advisor was knowledgeable, explaining how my funds were performing and discussing the level of risk i was willing to take.

Antwoord van Mattioli Woods
Pension information and updates
My contact as always is very knowledgeable and
able to provide required data and information

Antwoord van Mattioli Woods
Polite knowledgeable and friendly…
Polite knowledgeable and friendly staff. Good advice taking into account of individual needs. Easy to follow written confirmation. A good experience with real people.

Antwoord van Mattioli Woods
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