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‘Digital and data-led transformation’
MD of Aviva Financial Advice
UK assets hit £6.3bn
Multi-asset model portfolios
Many unaware if pots are protected
'We want to grow organically and through referrals'
R&M shareholders to own 41.6%
Returned to growth for first time since 2018
Advice from £295 to £495
'All roads lead to client suitability'
26 January 2022
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2 min read
