Azets Wealth Management experts advise individuals on how to reach their financial goals. Our team of highly experienced Financial Planners provide clients with quality wealth management and tax services from investment advice to inheritance tax and retirement planning.

We are independent, with no links to any bank, investment provider or insurance company. We are regulated by the Financial Conduct Authority (FCA) and free to shape financial plans that are unconstrained by any obligation. From pensions to investment portfolio construction, we offer solutions that are drawn from the whole of the market.

We also support business shareholders and directors on appropriate benefits structure for them and their employees. 

Our clients are at the heart of everything we do, and our senior team have decades of experience in financial planning.

Investment Management

Personal Finance

Retirement

Azets Wealth Management

Mark Parkinson

Graeme Dreghorn

Steve Tennant

This department focuses on providing expert financial planning services to clients, ensuring effective management of their financial goals and assets.

Financial Planning

This department focuses on providing financial advisory services and investment management to clients.

Wealth Management

This department focuses on strategic direction and organizational oversight.

Leadership

This department focuses on managing and advising on employee benefits programs and policies.

Employee Benefits

This department specializes in providing comprehensive financial planning assistance and support to clients.

Paraplanning Services

This department focuses on managing and nurturing relationships with clients to ensure their satisfaction and retention.

Azets Wealth Management

Org chart

Teams

Financial Planning

Wealth Management

Leadership

Employee Benefits

Paraplanning Services

Client Services

Offices

Azets Wealth Management

Org chart

Teams

Financial Planning

Wealth Management

Leadership

Employee Benefits

Paraplanning Services

Client Services

Offices

Related companies