Succession Wealth

Marsden talks to PA about the firm’s refreshed strategy and its integration focus

‘It’s really important for all young, aspiring advisers to aim to become Chartered’

Graham Nicoll talks technology and homegrown talent focus

‘I made the leap to focus fully on financial advice, and I’m incredibly grateful I did’

Nucleus’ buy of Third Financial tops the table

The firm’s first entry into Northern Ireland

Firm’s fourth buy under Aviva ownership and its second in 2024

‘Financial advice is all about commitment and people skills’

This is the wealth manager's third acquisition under Aviva ownership

Roger Marsden has been appointed to take over the role