Mattioli Woods has been awarded Best Wealth Management Adviser at the Money Marketing Awards 2016.
The judges unanimously agreed that Mattioli Woods stood out from the rest. They were impressed with the professionalism of the firm, highlighting it has a “very convincing and good business”. In particular, the judges flagged up the charging structure, which was lower than most and “flexible and reasonable”.
The performance of portfolios at Mattioli Woods backed up strong processes, with the judges also impressed by the range of funds and portfolios available to clients. One judge noted the company’s approach to fact-finding and risk questionnaires stood out from the competition.
CEO Ian Mattioli said:
“We are absolutely delighted; this national award recognises the hard work of the entire Mattioli Woods team across our seven locations. Our clients are at the very heart of all we do and we are honoured that they value our services, personal delivery, professionalism and passion to do our very best at all times.”
In addition, Mattioli Woods were also highly commended in the category of Best Investment Adviser. The judges said Mattioli Woods is “very successful in what it is achieving”. One judge said Mattioli Woods are “strong and passionate” about the business, with another highlighting the range and breadth of different products on offer.