Mattioli Woods Limited has acquired Stockport-based financial advisory and employee benefits business Cullen Wealth Limited for an undisclosed sum.
The acquisition will strengthen Mattioli Woods’ service offerings and significantly expands its footprint in the Northwest region.
Mattioli Woods is a diversified wealth and asset management business.
Its core proposition integrates asset management and financial planning to serve a market predominantly consisting of the mass affluent, controlling directors and owner-managers, professionals, executives, individuals, families and retirees.
Its broad range of employee benefits services is primarily focused on medium-sized to larger corporates.
Mattioli Woods deputy CEO, Michael Wright, said: “We are thrilled to welcome Cullen Wealth into the Mattioli Woods Group. Their commitment to exceptional client service and their talented advisers align perfectly with our values and vision.
“Together, we will strengthen our market position and deliver even more tailored wealth-management solutions.”
Cullen Wealth founder, Richard Cullen, said: “Joining forces with Mattioli Woods is a fantastic opportunity for our team. With our shared focus on client care and innovation, we are confident that this partnership will create exciting opportunities for growth and enhanced services for our clients.”
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