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... Leggi di più

Anche se non controlliamo le affermazioni specifiche, trattandosi di opinioni personali, etichettiamo le recensioni come “Verificate” quando riusciamo a confermare che c'è stata un'interazione commerciale effettiva. Leggi di più
Per proteggere l'integrità della piattaforma, ogni recensione presente sul sito, verificata o meno, viene monitorata dai nostri sistemi automatici 24 ore su 24. Questa tecnologia è progettata per individuare e rimuovere i contenuti che non rispettano le nostre regole, come le recensioni non basate su esperienze autentiche Siamo consapevoli che potremmo non riuscire a cogliere proprio tutto, quindi puoi segnalarci qualsiasi cosa pensi che ci sia sfuggita. Leggi di più
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We have been very satisfied with the service provided by Mattioli Woods over the five years we have been with them. Their advice has been strong and we could tailor our investments according to our ri... Leggi di più
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.
I’ve been trying to move my Pension to a new provider and have been blocked at every stage nearly 4 months and nothing requested has been sent over it’s all simple documents they keep on file too,... Leggi di più
L'azienda ha risposto
Dettagli dell'azienda
- Consulente finanziario
- Servizi finanziari alternativi
- Agenzia di assicurazioni
- Servizio di investimenti
- Servizi finanziari non bancari
Scritti dall'azienda
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.
Informazioni di contatto
Regno Unito
- mattioliwoods.com
Chiedi ai clienti di scrivere una recensione
Questa azienda invita i propri clienti a scrivere recensioni - sia positive che negative
Ha risposto al 66% delle recensioni negative ricevute
Solitamente risponde entro 1 settimana
Come questa azienda usa Trustpilot
Scopri come vengono raccolte, valutate e moderate le loro recensioni e valutazioni.
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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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.

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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.

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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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I received a friendly and professional…
I received a friendly and professional service

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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

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

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