Azets Wealth Management

Azets Wealth Management provides advice to help grow and protect wealth. Their team of experienced Financial Planners offers services including investment advice and retirement planning.
  • Tax Planning
  • Employee Benefits
  • Investment Planning
  • Retirement Planning
  • Business Protection Insurance
  • Estate and Protection Planning
Size
Small
Phone
N/A
Website
azetswealthmanagement.co.uk
Email
N/A
Locations
Suite 7, Business Hub South Lakeland, Angel Yard, 21-23 Highgate, LA9 4DY
01539761681
Digital Popularity
Social Media
Competitors
Compass Financial
Compass Financial provides tailored personal financial services, specialising in investments, retirement planning, and wealth management.
Positive Solutions
Positive Solutions is one of the UK's leading financial advice firms, established in 1997.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
Azets Wealth Management is operated by Azets Wealth Management Limited and is a Active company incorporated on 12 January 2006 with the registered office located in Newcastle upon Tyne, Tyne and Wear. Azets Wealth Management Limited was registered 19 years ago.
Status
Active
Size
Small
Directors
3
Age
19 years old
Employees
46
Turnover
Unreported
Total Assets
£3.85M
Cash in Bank
£1.11M
Total Liabilities
-£863.33K
Steven James Tennant
Director • Chief Operating Officer • British • Lives in UK • Born in Jun 1971
Mark Andrew Parkinson
Director • Chief Executive Office • British • Lives in UK • Born in Mar 1974
David William Aikman
Director • Chief Financial Officer • British • Lives in Scotland • Born in Jul 1978
Azets Holdings Limited
PSC
More information on Azets Wealth Management Limited
Teams
All
43
Finance
19
Consulting
16
Management
7
Administration
3
Sales
3
Other
1
Steve Tennant
Chief Operating Officer • Joined Dec 2022
Will Bleasdale FPFS
Director • Joined Jul 2023
Victoria Davison Dippfs
Compliance Executive • Joined Feb 2025
Hannah Gill Dip Cii
Assistant Manager • Joined Jul 2023
Sarah Gilby
Senior Manager • Joined Jul 2012
Megan Dimmick
Client Service Executive • Joined Sep 2024
Laura Mitchinson BSC Dip Cii
Employee Benefits Executive • Joined Jul 2016
Dean Lonsdale
Wealth Support Executive • Joined Jul 2023
Katherine Finch Dippfs
Head Of Compliance • Joined Jul 2023
Laura Birney
Senior Wealth Support Executive (Paraplanner) • Joined Nov 2024
Laura Mitchinson BSC Dip Cii
Employee Benefits Executive • Joined Jul 2016
Sarah Gilby
Head Of Operations And Finance • Joined Jul 2023
Jubed Miah
Wealth Management Associate • Joined Aug 2024
Ben Kelsall
Wealth Management Associate • Joined Aug 2024
Campbell Finnie
Wealth Management Associate • Joined Jan 2024
Brooke Courtney
Wealth Management Associate • Joined Aug 2024
Ashley Magean
Financial Planner • Joined Mar 2016
Michael Jessop
Chartered Financial Planner • Joined Oct 2023
Alexander Grange
Financial Planner • Joined Sep 2024
David Tait
Financial Planner • Joined Jan 2023
Steve Tennant
Chief Operating Officer • Joined Dec 2022
Will Bleasdale FPFS
Director • Joined Jul 2023
Hannah Gill Dip Cii
Assistant Manager • Joined Jul 2023
Sarah Gilby
Head Of Operations And Finance • Joined Jul 2023
Katherine Finch Dippfs
Head Of Compliance • Joined Jul 2023
Rosie Paniccia
Senior Administrator • Joined Oct 2024
Dean Fallon
Senior Consultant • Joined Oct 2024
Rosie Binalle
Administrator • Joined Jun 2021
Rosie Paniccia
Senior Administrator • Joined Oct 2024
Daniel Skinner
Senior Sales Administrator • Joined Aug 2024
Laura Mitchinson BSC Dip Cii
Employee Benefits Executive • Joined Jul 2016
Dean Fallon
Senior Consultant • Joined Oct 2024
David Turpie
Employee Benefits Consultant, Scotland • Joined Jun 2024
Ashley Magean
Financial Planner • Joined Mar 2016
Michael Jessop
Chartered Financial Planner • Joined Oct 2023
Alexander Grange
Financial Planner • Joined Sep 2024
David Tait
Financial Planner • Joined Jan 2023
Alex Bolton
Chartered Financial Planner • Joined Apr 2023
Matthew Knott
Financial Planner • Joined Mar 2024
Jonathan Loughran
Chartered Financial Planner • Joined Sep 2022
Megan Dimmick
Client Service Executive • Joined Sep 2024
Dean Lonsdale
Wealth Support Executive • Joined Jul 2023
Daniel Skinner
Senior Sales Administrator • Joined Aug 2024
Victoria Davison Dippfs
Compliance Executive • Joined Feb 2025
View 43 members