Mattioli Woods has integrated Kingswood Group into its brand following the merger of the two businesses in October 2025. The move brings both organisations under a single identity as the wealth management group continues to expand its national presence.

The combined business now serves more than 30,000 clients through a network of over 200 financial advisers operating across 40 offices nationwide. According to Mattioli Woods, the integration supports a more seamless and consistent client experience.

The development highlights a growing trend across the wealth management sector, where firms are increasingly focusing on post-acquisition integration to unlock operational efficiencies and strengthen client propositions.

Brand integration marks key milestone

Mattioli Woods said the unified brand reflects a shared commitment to delivering long-term value for clients while bringing together the strengths of both businesses.

Chief executive Peter Mann described the move as an important stage in the group’s development.  He said: “Bringing both businesses under a single brand, with a shared vision and aligned values, is a significant milestone in our journey.”

The rebranding follows several months of integration activity since the merger completed in October 2025. As a result, the group now operates under a single market identity.

Focus on scale and client experience

Mann added: “By combining the expertise and talent of both organisations, we are well positioned to accelerate innovation, deepen our insight-led approach and continue delivering long-term value for our clients.”

The integration brings together the capabilities of both businesses while creating a larger platform for future growth. Furthermore, it enables the group to deliver a more consistent service proposition across its nationwide adviser network.

Building a larger wealth management platform

According to Mattioli Woods, the combined group now oversees £25bn in assets under management, administration and advice.

The scale of the enlarged business reflects a broader trend across the UK wealth management market. Increasingly, firms are pursuing mergers and acquisitions to build larger advisory platforms, enhance operational efficiency, and strengthen their competitive position.

Consolidation moves beyond acquisition

While acquisitions remain an important growth strategy, firms are placing greater emphasis on successful integration after completion. Consequently, brand alignment, operational consistency, and client retention have become critical measures of transaction success.

The integration of Kingswood into the Mattioli Woods brand demonstrates how consolidators are seeking to create unified businesses capable of delivering long-term growth and enhanced client outcomes.

What this means for business owners

For owners of financial planning and wealth management firms, the announcement highlights the increasing importance of integration planning as part of any transaction strategy.

It also demonstrates that buyers are looking beyond assets and revenue alone. Cultural alignment, operational compatibility, and the ability to integrate successfully are becoming increasingly important factors in achieving a successful deal outcome.

Book a free consultation with Gunner & Co. if you’re considering your long-term options to discuss your business, succession options, and future plans.