United Kingdom
IFA group makes third acquisition of 2022
Deal adds £250m in AuM and strengthens presence in Warwickshire
Advice firm eyes UK expansion after FCA extends licence
Company is now looking to get direct authorisation in Malta
14-year record high for annuity rates
They have increased by 52% in the last nine months alone
A quarter of baby boomers don’t trust young Brits with inheritance
But just 3% talked to a financial adviser about their succession plans
Succession Wealth buys Yorkshire-based IFA firm
It is the company’s first acquisition under Aviva ownership