Succession Wealth

Companies | 9 May 23

It is the firm’s 62nd acquisition since 2014

Best Practice | 15 Feb 23

Company ‘will ensure that clients will not suffer financial loss’ if personal data held by the firm is misused

Companies | 5 Oct 22

It is the company’s first acquisition under Aviva ownership

Companies | 13 Sep 22

It is working closely with the FCA about pension transfer advice given by an acquired business

Asia | 11 Aug 22

As the insurance giant looks to significantly grow its presence in the UK advice market