Wealth manager and SIPP firm Mattioli Woods has recruited Mark Stokes from Succession Wealth as its new business and acquisition development officer.

Mr Stokes, former group public relations and communications director at Succession Wealth, will work with Mattioli senior managers to expand the Financial Planning services the firm offers to clients.  

He will also work alongside the acquisition and integration team to help blend in new acquisitions and also work on growth strategies.

Prior to Mattioli Woods, he spent three years with Succession Wealth, starting as proposition and marketing director when he joined in 2017.  Since 2019 he became group public relations and communications director. 

Prior to Succession he was founder and managing director of Lewis Chambers Independent Financial Advisers for over 20 years.

Michael Wright, managing director of Mattioli Woods, said: “We are delighted to welcome Mark to Mattioli-Woods, who, with his considerable experience, is a very welcome addition to the team. In these unprecedented times, we must do all we can to support and advise our clients and our people.”

“We look forward to working with Mark as we continue to develop the business.  Mattioli Woods will continue to bring together like-minded firms and individuals who share the same passion for great client outcomes as we do.”

Mr Stokes said: “Mattioli Woods is an extremely progressive wealth management business with an all-embracing and integrated approach. It genuinely puts its people and its clients at the heart of everything it does.  I am delighted to be part of a successful and focused team.”