Aviva Financial Advice adds equity release and IHT to service

Moving towards whole of wealth advice

Jenna Brown
clock • 2 min read
Mary Harper: ""It's part of our longer term aim to offer advice on different products, and more blended solutions, according to which life stage they are currently at, whilst maintaining a specialism for the at- and post-retirement milestone. This is where AFA's expertise lies and where the biggest advice gap persists."
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Mary Harper: ""It's part of our longer term aim to offer advice on different products, and more blended solutions, according to which life stage they are currently at, whilst maintaining a specialism for the at- and post-retirement milestone. This is where AFA's expertise lies and where the biggest advice gap persists."

Aviva Financial Advice has expanded its offering to include equity release and inheritance tax (IHT) advice as it moves towards a whole of wealth proposition.

Aviva's financial advice arm began offering investment advice earlier this year after an internal review concluded its original retirement-only focus was too narrow. Equity release-qualified advisers...

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