Mattioli Woods acquires West Midlands advice business

Founded in 2005 by Kevin Bissell, KRD currently advises on more than £400m of client assets. The acquisition forms part of Mattioli Woods' growing Retiring Adviser programme, which provides succession and retirement solutions for financial advisers while aiming to ensure continuity of advice and service for their clients. Under the programme, clients are transitioned to Mattioli Woods advisers through a "structured and carefully managed" process designed to maintain long-term relationships and minimise disruption. The approach has been implemented across a number of previous acquis...