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Matthew O'Shaughnessy

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Review of the Mattioli Woods, Financial Advisers:

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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 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! Reviewed on: 8th August 2023

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