Mattioli Woods ロゎ
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Mattioli Woods レビュヌ 

135
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TrustScore 5段階評䟡の4

4.2

金融コンサルタント
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5぀星のうち5の評䟡

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... もっず芋る

5぀星のうち5の評䟡

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... もっず芋る

5぀星のうち1の評䟡

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... もっず芋る

䌁業が回答したした

5぀星のうち5の評䟡

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... もっず芋る

䌁業が回答したした

䌁業情報

  1. 金融コンサルタント
  2. ・
  3. 代替金融サヌビス
  4. 投資サヌビス
  5. 非銀行系金融サヌビス
  6. 保険代理店

圓該䌁業による蚘述

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.

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4.2

ほが満足

TrustScore 5段階評䟡の4

135件のレビュヌ

5぀星
4぀星
3぀星
2぀星
1぀星

最近のレビュヌ䟝頌の蚘録はありたせん

この䌁業は最近、顧客にレビュヌを䟝頌しおいないため、レビュヌが党䜓の意芋を反映しおいない可胜性がありたす。

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この䌁業のTrustpilot 利甚方法

レビュヌや評䟡の取埗方法、スコアリング、モデレヌションのプロセスに぀いお確認する。

4.2

すべおのレビュヌ

(135)

過去12か月のレビュヌ数: 69件

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Trustpilot に参加しおいる䌁業は、むンセンティブを提䟛したり、レビュヌを非衚瀺にするためにお金を払ったりするこずは蚱可されおいたせん。レビュヌはレビュアヌの個人的な意芋で、Trustpilot のものではありたせん。詳现はこちら
5぀星のうち5の評䟡

Its your people

Its your people ! Good communication, quick responses and always helpful.

2025幎11月12日
Mattioli Woods ロゎ

Mattioli Woods からの回答

We're delighted to hear that our team's communication, responsiveness, and support have made a positive impact. Thank you for your feedback!

5぀星のうち5の評䟡

Polite and efficient staff

Polite and efficient staff, everything explained in easy to understand terms, very thorough.

2025幎11月12日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your review! We're delighted to hear that you found our staff polite, efficient, and clear in their explanations. Providing thorough, easy-to-understand support is important to us, and we're pleased to know that this was reflected in your experience.

5぀星のうち5の評䟡

Relationships & confidence

A great relationship and confidence in the investment advice provided.

2025幎10月15日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your 5-star review! We're delighted to hear you have confidence in our investment advice and value the relationship we've built.

5぀星のうち5の評䟡

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.

2025幎10月15日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your detailed feedback. We're pleased to hear that our discussion was helpful to you.

5぀星のうち5の評䟡

Understanding

Very patient and understanding of my needs

2025幎2月3日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your 5-star review. We’re delighted to hear that you felt supported and that our team was understanding of your needs.

5぀星のうち5の評䟡

Management experience

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

2025幎10月15日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your positive feedback. We’re delighted to hear that you found our service professional and that you’re happy with the advice provided.

5぀星のうち5の評䟡

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.

2025幎10月7日
自発的なレビュヌ
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your kind words. We’re delighted to hear that Ryan provided such thorough and professional guidance. It’s always our goal to support our clients’ financial wellbeing, and we’re pleased you feel well cared for. We'll be sure to pass on your feedback.

5぀星のうち5の評䟡

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.

2025幎9月16日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your positive review! We’re pleased Paul and Ian were able to provide guidance tailored to your needs. We’ll be sure to pass on your feedback.

5぀星のうち5の評䟡

Tom's visit

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

2025幎9月16日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your feedback. We’re delighted to hear that Tom was able to answer all your questions and provide helpful suggestions for the future. We’ll be sure to pass on your kind words to him.

5぀星のうち5の評䟡

Annual review

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

2025幎9月16日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your kind words. We're glad Scott has been able to keep you updated over the years.

5぀星のうち5の評䟡

Specialised and friendly advice

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

2025幎9月16日
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your feedback! We’re delighted to hear you value our specialised service and that your investments feel well looked after.

5぀星のうち5の評䟡

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

2025幎9月1日
自発的なレビュヌ
Mattioli Woods ロゎ

Mattioli Woods からの回答

Thank you for your kind words. We’re glad we could support your family over the years and during such a difficult time. Your recognition of our team’s dedication means a great deal to us.

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