Succession Wealth Purpose Vision Values

Our Purpose, Vision and Values

To make a meaningful and lasting impact on the lives of our clients and their families.

To be the go-to partner that individuals, families and institutions trust to help achieve their financial goals,...

...the employer of choice in the Wealth Management sector,...

...driving stable, profitable growth for our business and the Aviva Group.

Client-first - The Foundation.
Do the right thing - Deliver on promises and exceed client expectations.
Work as one team - Win together with respect and decency - no egos.
Consider long-term legacy - Decisions aligned to our ambition and vision.
Listen and act - Our colleagues and partners actively engaged in the pursuit of our vision.

Since 2009, we’ve supported a variety of national and local causes through fundraising and volunteering as part of our Succession Giving programme.

There’s no pressure and no obligation – just a confidential chat to understand your goals.

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