‘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
Statement says the Aviva-owned firm ‘quickly launched an investigation’
July to September results for wealth, annuities, platform and protection
Succession has bought Yorkshire-based G+E Wealth Management