Succession Wealth

‘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

Whole retail market ‘continues to be challenged’ by economic conditions

Taking early advice pays off in long-term for clients

Chancellor increased AA to £60,000 in Spring Budget speech