Azets Wealth Management expands team

Azets Wealth Management expands team

Azets Wealth Management has appointed seven senior team members and made seven promotions to further scale the business and match demand across the UK.

In the Midlands and North East, Alex Bolton, Carl Stacey and David Tait join as Financial Planners. With over 30 years’ experience, David Pinner joins Azets Wealth Management as Employee Benefits Consultant working alongside Azets colleagues. Charles Appleby joins as Continuous Improvement Manager, helping to support the senior team on our growth plans.

These follow the recent appointments of Graeme Dreghorn (Chartered Wealth Manager, Certified Financial Planner and Chartered Fellow for Financial Planning) and Will Bleasdale (Chartered Financial Planner and a Fellow of the Personal Finance Society) as Directors to support the development of a fully integrated wealth and financial planning service for businesses, directors, entrepreneurs, individuals, and families across Scotland.

In addition, seven staff have been promoted, including Sarah Gilby to Head of Operations, Katherine Finch to Head of Compliance and Leonard Birnie to Head of Employee Benefits.

Mark Parkinson, CEO of Azets Wealth Management, commented: “With the growth in demand for financial planning advice, from investments to inheritance tax and retirement planning, we’re delighted to expand our specialist team who are experts in strategic wealth management. We look forward to continuing to develop our skills and team across the UK.”

The team will work closely with Azets’ private client, tax, and business advisory teams to ensure clients have access to an extensive range of financial and tax management services for their businesses, individuals, and families.

Azets Wealth Management is a trading name of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.