A useful and comprehensive review of the investment year, conducted in an understandable format without too much technical jargon. Some useful pointers to what might develop over the coming months,...
Communication could be better - PICs certification is not managed at all well - having to regularly provide information that MW already have. other examples as well in insurance renewal. Overall...
Meetings are conducted very professionally with the relevant information given. Questions were answered well. Updates to portfolio were noted. Very happy with the service from Mattioli.
Ciò che Mrs Carol Ann Stevenson ha detto su Mattioli Woods:
Excellent personal service
As previously I felt Sarah explained things thoroughly and in a way a lay- person like myself could understand . I felt Sarah's passion for the work she does.
I think there could be a view put forward that your Sales team has failed in its duty of care to clients and transgressed its stated independence by encouraging clients to invest their pensions in...
I am still awaiting answers to two questions, one about the failed merger between Custodian Property Income REIT plc (“CREI”) and abrdn Property Income Trust Limited and one about fees. My pension...
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.
I nostri premi indipendenti riconoscono i migliori marchi per il servizio clienti. I vincitori vengono decisi in base alle valutazioni ricevute dai clienti.
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Verifichiamo che le recensioni provengano da clienti autentici associandole a una vendita o a una transazione. Le persone sono invitate a lasciare una recensione solo dopo aver acquistato 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.