Mattioli Woods reviews
Mattioli Woods reviews
Review summary
People rate this company as Terrible based on 4 product reviews
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Mattioli Woods are a leading firm of independent wealth managers. Consumers looking to understand whether Mattioli Woods would be a good fit for them, come to Smart Money People looking for Mattioli Woods reviews. So if you're a Mattioli Woods customer, please leave a review below to help other consumers.
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Reviews for Mattioli Woods
Showing 4 of 4 company reviews
Zero customer service. This firm is a scam. Avoid!
Following my father's death in March 2022 I inherited with my brother and sister equal shares in his financial portfolio, part of which was managed... Following my father's death in March 2022 I inherited with my brother and sister equal shares in his financial portfolio, part of which was managed by Mattioli Woods. This firm is a disaster and to be avoided at all costs! Unfortunately my father fell for several scammers and I would place Mattioli Woods in this category. A year after obtaining probate and following dozens of calls and emails, Mattioli Woods (i) cannot tell me how much money is on my late father's current account (ii) will not make any payout, (iii) rarely pick up the phone and, when they do, the relevant person is always out of the office and never calls back (iv) cannot arrange any on-line account access to the portfolio. Once a year they send a totally incomplete portfolio statement. This is it. After months of sending emails and calls I recently wrote to the Managing Director, Michael Wright. I received a semi-automated reply that they need 8 weeks to review my case. If you want to move your money into a black hole, then this firm is the ideal place for you! Read more Read less
Rude and abrasive email style & no interest in client outcomes
If the Surrey branch of Mattioli Woods is anything to go by, I hope to avoid future dealings with Mattioli Woods. My experience with them... If the Surrey branch of Mattioli Woods is anything to go by, I hope to avoid future dealings with Mattioli Woods. My experience with them is from an external professional capacity and the whole team was disappointingly unhelpful with overtones of abrasiveness. Jerry Rixon's communication style as catalogued on the various 'glass door' style sites has clearly filtered down to the other staff based on my communications with Justine Osborne. Despite our firms sharing a relationship with the same client, they had zero interest in co-operating with us to execute the best scenario for them. Read more Read less
Products from Mattioli Woods
Showing all products offered by Mattioli Woods
Financial Advisers
by Mattioli WoodsOur Mattioli Woods financial adviser reviews on Smart Money People aim to help you get the inside track on this large financial firm. But we need your help! If you...
Financial Advisers
by Mattioli WoodsOur Mattioli Woods financial adviser reviews on Smart Money People aim to help you get the inside track on this large financial firm. But we need your help! If you...
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