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Mattioli Woods 点评

已评价
卓越
服务
4.7
/5

5

4

3

2

1

63

14

1

0

1

79

过去一年内的 条评价

显示全部182条点评
受信赖的顾客
1 year ago
购买日期:24/04/2024
Useful and comprehensive.
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,...

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受信赖的顾客
1 year ago
购买日期:30/04/2024
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...

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受信赖的顾客
1 year ago
购买日期:17/04/2024
Very professional company meeting all my needs
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.
MS
Mrs Carol Ann Stevenson
Long Eaton
1 year ago
购买日期:15/04/2024
Mrs Carol Ann Stevenson 就 Mattioli Woods 说了什么:
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.
受信赖的顾客
1 year ago
购买日期:17/04/2024
Great service
Every thing I need gets done well
MW
Mrs Elaine Wood
Aberdeen
1 year ago
购买日期:26/04/2024
Mrs Elaine Wood 就 Mattioli Woods 说了什么:
Fast friendly efficient
受信赖的顾客
1 year ago
购买日期:16/04/2024
受信赖的顾客
1 year ago
购买日期:27/03/2024
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...

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受信赖的顾客
1 year ago
购买日期:12/03/2024
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...

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受信赖的顾客
1 year ago
购买日期:15/03/2024
关于Mattioli Woods
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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1 New Walk Place, Leicester, Leicestershire, LE1 6RU, United Kingdom
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关于Mattioli Woods
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.