The last 12 months has seen growth in my pension fund of more than 16% meaning that after deducting my monthly income the fund value is greater than it was last year. Overall the service and advice pr... Ver más
Aunque no verificamos reclamaciones concretas porque las opiniones son propiedad de sus autores, es posible que marquemos las opiniones como «verificadas» si podemos confirmar que ha tenido lugar una interacción con la empresa. Más información
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Consulta las opiniones de los clientes
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... Ver más
We've been a loyal customer of Mattioli Woods for nearly 20 years but have been disappointed with the service and the fees since they've been taken over. We finally decided enough was enough but tryi... Ver más
La empresa ha respondido
April is a very conscientious and considerate person. very knowledgeable and explains things in a clear manner in which normal non finance people can understand. She always asks if we understand wha... Ver más
Información sobre la empresa
- Asesor financiero
- Servicios financieros alternativos
- Compañía de seguros
- Servicio de inversión
- Servicio financiero no bancario
Escrito por la empresa
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.
Información de contacto
Reino Unido
- mattioliwoods.com
No consta que haya invitado a opinar recientemente
Esta empresa no ha enviado invitaciones a sus clientes recientemente, por lo que es posible que las opiniones no sean representativas
Ha contestado el 75% de las opiniones negativas
Suele responder en menos de 1 semana
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Descubre cómo se obtienen, puntúan y moderan sus opiniones y valoraciones.
Its your people
Its your people ! Good communication, quick responses and always helpful.

Respuesta de Mattioli Woods
Polite and efficient staff
Polite and efficient staff, everything explained in easy to understand terms, very thorough.

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A great company with the personal…
A great company with the personal touch, tailored to the individual’s needs.

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

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Good advice from consultant and good…
Good advice from consultant and good results so far.

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Great firm clear advice trusting…
Great firm clear advice trusting relationships

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Relationships & confidence
A great relationship and confidence in the investment advice provided.

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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.

Respuesta de Mattioli Woods

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Management experience
All good very professional at all times.
Happy with advice given.

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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.

Respuesta de 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.

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

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

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Specialised and friendly advice
Specialised and friendly advice. My investments are well looked after. Thank you

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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

Respuesta de 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.

Respuesta de Mattioli Woods
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