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... Voir plus
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Lisez les avis des autres
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... Voir plus
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... Voir plus
L'entreprise a répondu
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... Voir plus
À propos de l'entreprise
- Conseiller financier
- Service de finances alternatives
- Agence d'assurance
- Conseil en investissement
- Société financière non banquière
Écrit par l'entreprise
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.
Coordonnées de contact
Royaume-Uni
- mattioliwoods.com
Aucun historique récent de demande d’avis
Cette entreprise n’a pas récemment invité ses clients à l'évaluer, donc les avis ne sont peut-être pas représentatifs.
A répondu à 75 % de ses avis négatifs
Répond généralement dans un délai d'une semaine
Comment cette entreprise utilise Trustpilot
Découvrez comment les avis de l’entreprise sont collectés, notés et modérés.
Its your people
Its your people ! Good communication, quick responses and always helpful.

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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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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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