Mattioli Woods Avis 

We have been loyal customers of Mattioli Woods for over 15 years. Last year, Pollen Street Capital took over the business and MW also merged with the Kingswood Group.

Preferring to remain with a smaller, more 'boutique' type firm, we formally requested to have our portfolio transferred. This was over three months ago and absolutely nothing has happened. We have had no contact from our Account Manager, regarding the management and development of our Portfolio since the request (we remain customers and therefore deserve a standard of service) and no timelines have been offered for a reasonable transfer date.

This is clearly not acceptable and we are left, due to a lack of meaningful communications regarding transfer timelines, that MW are possibly attempting to use delays as a reason to charge higher administrative fees. We have also raised an internal complaint, to which we received a 'vanilla' response that the complaint would take up to eight weeks to deal with. Again, this has left us feeling let down and isolated, as all communication is via email with no human contact.

We have had to resort to writing formally to the CEO for assistance in this matter and also the Client Relationship Manager (awaiting responses, if we receive any, but this is doubtful). We feel abandoned and ignored. This is not a way to treat loyal customers, is extremely unprofessional and we are left feeling very isolated.

Poor customer service. Tell you everything they will do and then execute on non of it. Just keep asking for money for doing very little if anything. The return on my investment since MW took over is exceptionally poor. Then make it difficult to move your investment.

I have had excellent service from MW. My advisor, Hamzah, has been first class in providing detailed and clear professional advice. I never felt pressured to make decisions and Hamzah demonstrated great care and understanding. He was instantly contactable and showed very good knowledge of the subject giving options and solutions to various situations. On the basis of my experience I would have no hesitation in recommending MW.

Been with Mattioli Woods for a number of year now. Always found them to be very helpful, with an excellent support team. Thoroughly recommend.

I have been with Mattioli woods longer then I care to remember, professional,very knowledgeable and careful.

Very prompt attention in replying to emails or telephone calls.

Full and clear explanations always given.

Always get a response if not straight away very shortly after with good advice.

Friendly prompt replies and suggestions tailored to my individual needs.
Trust them absolutely.

I got simple and relevant advice which helped me plan my next investments.

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 professional manner. So far so good, thank you.

Fantastic team (including Josh & Matt) who are genuinely interested in their customers needs. They have a unique ability to look at the broader picture and then tailor it down to individual circumstances and requirements. Brilliant team to work with over the years.

Exceptional quality in every interest in MW from a workforce of determination
serious information and a wish to provide assistance as soon as possible and complete agreed requirements. First class Business entity.

Today, I met with consultant Josie Turi at Mattioli Woods to discuss my current and future financial situation, and I wish to sincerely share how impressed I was by the entire experience.
I am 57 and at a stage where I need to review and better understand my financial situation, so I appreciated having someone who combined clear guidance with genuine attentiveness. I wasn’t expecting such a thoughtful blend of warmth, clarity, and professionalism. I believe there is a very fine line between conveying friendliness and maintaining professionalism, and Josie balances both with remarkable ease.
She spent a considerable amount of time with me, listening and exploring my questions and situation with patience, genuine interest, and a pragmatic approach. Her manners, attention, and ability to remain fully engaged were outstanding. I left the meeting with clarity.

What stood out most was the sense of safety she conveyed. She inspired that feeling naturally, and I truly felt in safe hands.

I believe she represents her company with great integrity, and I would confidently recommend her to anyone seeking financial guidance.
Josie is a great asset to this company.

With much gratitude,
Roberto

Discussed my pension options with Rajiv.
Very friendly and informative, researching and presenting me with my options, so i can make an informed choice.
Approachable ,polite and above all professional.

I would recommend to anyone seeking financial advice.

always professional with first class advice

Excellent. I always receive great advice and good solutions from April Ritchie. On very limited occasions over the years when problems have arisen, April takes personal accountability and gets things addressed quickly. Debbie and Amy are both excellent too and everyone is very professional.

Mattioli Woods have helped me for some years now, and I have always found them to be very knowledgeable, helpful and approachable. Josie Turi is friendly, and understanding, has good knowledge, providing very helpful advice.

Attentive and helpful