Mattioli Woods Reviews 118

I am a new customer to Mattioli Woods. My consultant Steven and his team have made the process of transferring my funds straightforward and stress free. Their communication has been excellent and I feel confident in their service.

Our advisor Harry Soloman is very professional, friendly and approachable with excellent skills in building rapport and communication. We are very impressed by his prompt responses to our queries and follow-up actions. As a result of is visits, we have gained a much better undetstanding about our pension and financial positions. Thank you so much for your help and advice, Harry, we are very grateful.

My experience of working with Mattioli Woods is one of honesty where both parties can say openly what they know and believe is best at the time for both customer and Mattioli Woods. Also the fact Mattioli Woods do a good job of making difficult information easy to understand for the customer, thanks again.

My meeting with Saj was first class identifying my investment needs and constructing the pension fund all the way through and thanks to Kim for keeping me abreast of the changes. I feel very grateful to them for their attention.

Personal and friendly touch with clearly laying out options

Ernest very helpful in providing excellent advice together with ongoing correspondence in a thorough and efficient manner

We have been very satisfied with the service provided by Mattioli Woods over the five years we have been with them. Their advice has been strong and we could tailor our investments according to our risk tolerance.

Josie made the annual review of my Mattioli Woods investment an enjoyable meeting. She had prepared well , answered all my questions and made everything easy to understand. She had some good suggestions for the future too. Josie is bright, positive and knowledgable and continues to give me confidence that she has my best interests at heart. Thank you & best wishes Josie.

We have been with Mattioli Woods for many years and we find that our interests are very well looked after.
Would recommend Mattioli Woods for their diligence looking after our interests.

Mattioli Woods, having advised me/my company in the early 1990s, looking after investments & related pension advice, continue to give me reassurance & sound advice, almost 20 years after my retirement.

Michael Wright and his team give trusted and professional advice which has been invaluable to us.

I have been a customer fort 10 years and have always received top class service from all members of their team; Financial Adviser, Customer Relationship Managers and with their help have successfully managed the challenges of life since retirement. I never regretted my decision to engage with this Company.

Writing this review from the perspective of a job seeker. Applied for a specialist investment role at this firm at least a couple of times in the past 4-5 months. Their HR team requested further detailed information which I supplied. Following this interaction, I have not even had a courtesy message of acknowledgement or feedback or a formal rejection despite requesting this several times. Overall an utterly dreadful and despicable experience with MW and don't expect to apply for a role at this firm.

Good advice and prompt service from my advisor David Gibson

TL;DR: A sustained failure of communication, coordination, and client care during a critical handover process, demonstrating a failure to exercise appropriate professional care.

After nearly 30 years with Mattioli Woods, it became clear during our attempt to transfer our SSAS that the service had deteriorated into something opaque, impersonal, and far below expected professional standards.

We began the transfer process on 1 December 2025. By late February, more than two months later, we were still no closer to completion and had received very little meaningful progress or clear communication. Requests for information and documentation appeared to be ignored or significantly delayed until the matter was escalated.

From that point onwards, the process remained slow and reactive. Progress only seemed to occur after repeated chasing. We were given explanations about complexity, internal checks, deeds, valuations, VAT matters and rent arrears, but very little in the way of clear ownership, timescales, or accountability.

At various stages, key documents were delayed, signatures were awaited without explanation, and internal reviews appeared to create further bottlenecks. It was often unclear who at Mattioli Woods was actually responsible for progressing the transfer.

Most concerningly, we made Mattioli Woods aware of the significant stress and distress the delays were causing. Despite this, the matter did not appear to be treated with the urgency or seriousness required. A complaint was recorded, but Mattioli Woods stated it was resolved while the transfer remained ongoing, and the underlying issues persisted.

In our view, this was not simply an administrative delay. It represents a sustained failure of communication, coordination, and client care during a critical handover process.

What makes this particularly disappointing is that we had been long-standing clients for nearly three decades. This experience leaves a clear impression that the service provided when exiting may be very different from the service received while remaining a client.

Based on our experience, we would strongly encourage anyone considering Mattioli Woods to consider not only how they are serviced during the relationship, but how they may be treated if they ever decide to leave.

I have been trying to move my pension to a new provider that better meets my current needs. I instructed MW to transfer to my new provider but now, four months later, MW have still not provided the necessary information. It’s shockingly poor customer service.

I’ve been trying to move my Pension to a new provider and have been blocked at every stage nearly 4 months and nothing requested has been sent over it’s all simple documents they keep on file too, so unprofessional
They are not acting in my best interests and i’ve also taking my complaint to the FCA i would not recommend at all, Looks like im not the only one having these issues at this time

Chris

We have been a customer of Matiolli Woods for over 15 years initially transferring our SSAS to them and then the management of our personal investments all worked well for the majority of the time, until the Pollen Street take over in 2024. Our main contact “Wealth Management Director” was no longer there we have never had a face to face meeting with the new contact and our internal CRM changed twice.

The SSAS owns a industrial unit which Matiolli Woods manage in terms of issuing rental and quarterly management service charge invoices, and general Landlord Tennant communications, following a communication with the new team at Matiolli Woods it transpires that invoices were sent out late or in the case of the last six months not at all, this was again raised with the new contacts at Matiolli Woods and a formal complaint was sent and acknowledged by the Client Care department. The relationship with the Tennant could not be any worse. We had decided to transfer our SSAS from Matiolli Woods some time ago now particularly as communication with our CRM had been poor and the new appointee was trying to pickup the pieces, whilst accepting that the transfer would not be a straight forward process it has been more complicated due to poor administration and issues with work that they have not completed, even more alarming was the fact that a cash investment had not been actioned correctly in 2025 at maturity and the monies had been placed in an “Easy Access” account with out our authorisation which has led to loss of interest. We are now in month 4 of the process and the SSAS is still not transferred….!

The statement on Matiolli Woods e mails reads EXCEPTIONAL CLIENT OUT COMES DELIVERED WITH AGILITY all I can can say is not in our situation….!