A financial adviser, who is himself a pensions customer of Aviva, has dubbed a letter the life company sent to customers requesting information about their advice situation "poachy" and "aggressive".
Cambourne Financial Planning director and Chartered financial planner Mark Loydall received a letter from Aviva asking whether the life company had the correct information about his financial advice situation....
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
Plus online scams