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Seventh deal of 2022 adds £633m in assets under advice

The deal will expand the professional services firm's footprint in East Anglia

Deal with £1.25bn comes after last year’s acquisition of Tarvos Wealth

PA hears how advisers all across the nation structure their workdays

Reduced need for manual processes part of the enhancements

Number of ‘cold’ enquiries received from online research increases

AUM up to £1.3bn in seventh purchase since inception

Plymouth-based national IFA now has 63 advisers working for it

Statement says the Aviva-owned firm ‘quickly launched an investigation’

Söderberg & Partners appoints former Novia executives to lead UK operations