Mattioli Woods Bewertungen 109

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

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

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

A great company with the personal touch, tailored to the individual’s needs.