Our Purpose, Vision and Values
Our Purpose
To make a meaningful and lasting impact on the lives of our clients and their families.
Our Vision
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.
Our Values
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.
Succession Giving
Since 2009, we’ve supported a variety of national and local causes through fundraising and volunteering as part of our Succession Giving programme.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.