Full-Time
Client Experience Partner
Updated on 9/4/2026
Mattioli Woods
501-1,000 employees
Wealth management and pension consultancy services
No salary listed
Leicester, UK
Hybrid
Hybrid working combines home and office.
 Risk & Compliance (1) |
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- Proven experience managing complex complaints in a financial services regulatory environment.
- Strong working knowledge of Financial Conduct Authority complaint resolution rules and DISP obligations.
- Ability to interpret, analyse and act on complaint data and management information.
- Experience mentoring or supporting junior team members.
- Ability to communicate confidently in writing and verbally at all levels.
- Ability to handle a varied, demanding workload in an organised and agile manner.
- Own complex, high-value and sensitive complaints end-to-end, ensuring every client feels heard, supported and fairly treated.
- Contribute to root cause and trend analysis with operational teams to fix problems at the source.
- Provide clear, confident guidance on Financial Conduct Authority DISP requirements and complex complaint resolution across the Group.
- Act as the technical expert colleagues turn to when cases get difficult.
- Serve as an escalation point for Client Experience colleagues, sharing knowledge and building confidence on complex cases.
- Support and mentor junior team members in their development.
- Work alongside Team Directors, Compliance Oversight and senior leadership to embed a complaint-aware, client-first culture across Mattioli Woods.
- A relevant financial services qualification such as DipPFS.
Mattioli Woods provides wealth management and employee benefits services in the UK, serving individuals and businesses with pension consultancy, asset management, and financial planning. Its products work by designing personalized financial strategies and managing investment portfolios, generating revenue through advisory fees, asset management charges, and performance-based incentives. The company differentiates itself through proactive client engagement—hosting webinars and events—and by tailoring solutions to each client’s needs. Its goal is to help private clients and corporate entities navigate complex financial landscapes and grow, protect, and optimize their wealth.
Company Size
501-1,000
Company Stage
IPO
Headquarters
Leicester, United Kingdom
Founded
1991
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Simplify's Take
What believers are saying
- June 2026 KRD acquisition lifted assets under advice and management above £32bn.
- June 2026 Kingswood integration added 25,000 clients and over 200 advisers nationwide.
- April 2026 BlackRock deal improved passive multi-asset offerings and pricing competitiveness.
What critics are saying
- 2025 investment restructures and job cuts show integration pressure and operating churn.
- Leadership turnover in 2026, including CFO and COO exits, signals post-deal instability.
- Private equity ownership and Kingswood integration create execution risk if adviser departures accelerate.
What makes Mattioli Woods unique
- Mattioli Woods unifies wealth, pensions, and employee benefits under one national platform.
- Its Retiring Adviser programme turns succession exits into client retention and AUM growth.
- BlackRock, J.P. Morgan, and T. Rowe Price partnerships strengthen its model portfolios.
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Benefits
Remote Work Options
Hybrid Work Options
Wellness Program
Paid Holidays
Life Insurance
Disability Insurance
Training Programs
Professional Development Budget
Company News
Mattioli Woods hits £32bn with West Midlands acquisition. 25th June 2026 Deal summary. Mattioli Woods has acquired KRD Financial Advisers Limited, a West Midlands-based financial planning firm overseeing more than £400m in client assets. The transaction was completed through Mattioli Woods' Retiring Adviser programme, which provides succession and retirement solutions for independent financial advice business owners. The deal takes Mattioli Woods' total assets under advice and management to more than £32bn. About Mattioli Woods. Mattioli Woods is a Leicester-headquartered wealth management and employee benefits group founded in 1991 by Ian Mattioli and Bob Woods. The firm was taken private in 2024 in a £432m deal backed by private equity firm Pollen Street Capital, and in 2025 merged with Kingswood Group to create a combined business with more than £25bn in assets. Peter Mann took over as chief executive in late 2025, succeeding co-founder Ian Mattioli, who moved into the role of founding president. About KRD Financial Advisers. KRD Financial Advisers was founded in 2005 by Kevin Bissell and operates from Hagley, near Stourbridge. David Jones is also a director of the business. KRD provides independent advice across pensions, investments, mortgages, protection, later-life planning and estate planning for over 1,000 households, overseeing more than £400m of client assets. Why is Mattioli Woods acquiring KRD Financial Advisers? KRD was a good fit for Mattioli Woods' Retiring Adviser programme, which provides succession and retirement options for financial advice firm owners while transferring client relationships to dedicated Mattioli Woods advisers. Kevin Bissell described choosing a successor as one of the most important decisions an adviser can make, citing shared values and a client-first approach as the basis for the deal. The acquisition also expands Mattioli Woods' presence in the Midlands and adds an established regional client base to the group. What happens next? KRD clients will be transitioned to dedicated Mattioli Woods advisers through a structured process intended to maintain long-term relationships and minimise disruption. Mattioli Woods said clients will continue to receive personalised advice while gaining access to the group's wider investment capabilities and specialist expertise. Mattioli Woods' other recent acquisitions. Kingswood Group - May 2025 Mattioli Woods merged with Kingswood Group to form a combined wealth and financial planning business with more than £25bn in assets under management, administration and advice at the time, serving over 25,000 clients. The Kingswood brand has since been retired in favour of a single Mattioli Woods identity. Cullen Wealth - November 2024 Mattioli Woods acquired Stockport-based Cullen Wealth, a financial advice and employee benefits business founded by Richard Cullen, strengthening its presence in the North West. Opus Wealth Management - September 2023 Mattioli Woods subsidiary Ludlow Wealth Management acquired Blackpool-based Opus Wealth Management for up to £1.42 million. Opus advised around 100 private client families on approximately £53 million of assets. Considering your next chapter? At Chapters Capital, Chapters Capital Limited specialise in financial planning and wealth management M&A. If you own an IFA, financial planning or wealth management firm, Chapters Capital Limited can help you understand the options available to you, from pre-sale planning and selling your firm to retire, through to sell and stay structures and partnership programmes. For a confidential conversation about valuation, buyer fit or your route to market, contact its team.
Mattioli Woods has announced the acquisition of KRD Financial Advisers Limited ("KRD"), a well-established financial planning business serving more than 1,000
Mattioli Woods strikes multi-asset fund deal with BlackRock. Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price 13 April 2026 Mattioli Woods has struck a deal with BlackRock for its passive multi-asset range to invest exclusively in the asset manager's iShares funds. The wealth manager said the agreement will enhance its centralised investment proposition (CIP) and expand access to institutional-quality investment products for advisers and clients. It will also improve efficiency, scalability and cost effectiveness, the firm added. Mattioli Woods already has partnerships with J.P. Morgan Asset Management for its bespoke actively managed growth portfolios, and T. Rowe Price for its actively managed income portfolios. Dean Cheeseman, managing director of client investment solutions at Mattioli Woods, said: "Enhancing its passive multi-asset fund range in collaboration with BlackRock marks another important step in the continued evolution of its centralised investment proposition. "By combining our established fund framework with BlackRock's global scale and investment expertise, we are able to deliver high-quality, risk-managed solutions at a highly competitive price point for our clients." Heather Christie, managing director, UK Wealth at BlackRock, added: "Portfolio Adviser is delighted to have been selected by Mattioli Woods to help strengthen their centralised investment proposition. "Access to scalable, index-based solutions can help advisers deliver diversified portfolios efficiently, supporting choice, and underscores a shared commitment to helping clients meet their long-term financial goals." MORE ARTICLES ON
Mattioli Woods Limited has acquired Stockport-based Cullen Wealth Limited for an undisclosed sum. This acquisition enhances Mattioli Woods' service offerings and expands its presence in the Northwest region. Mattioli Woods' deputy CEO, Michael Wright, expressed excitement about the alignment in values and vision. Cullen Wealth founder, Richard Cullen, sees the partnership as an opportunity for growth and improved services for clients.
Mattioli Woods PLC has announced a significant change in shareholding, with Sand Grove Capital Management LLP acquiring a new voting rights position as of July 31, 2024.