Omar is the Associate Director of the Newcastle Wealth Management team. He brings over 17 years of experience in the Financial Planning industry. With a commitment to excellence and a client centric approach, he is dedicated to building long-term relationships, grounded in trust and transparency. The personalised service focuses on adding value and providing clients with peace of mind.
Omar and the team work with their clients to offer a comprehensive solution tailored to meet their unique needs; everyone is different. The main priority is ensuring clients achieve their financial goals and secure their financial futures.
Being part of the national accountants Azets offers a strategic and unique offering to clients. Omar and the team have the ability to offer a collaborative approach and delve into the more complex issues clients face today, on both a personal and business basis.
Since joining Azets in May 2022, Azets Wealth Management are on a fantastic growth journey which aims to go from a team of 35 within the North East of England to a national offering which is an exciting concept offering great opportunities.
In his role as the lead for Newcastle Wealth Management, Omar's role is to support the team in offering the best service possible and continuing to grow the offering both within the North East and nationally.
Omar also likes to give back to the industry and with the firms support, volunteers on the industries professional bodies local councils. The professional bodies are the Chartered Insurance Institute (CII) and Personal Finance Society (PFS).
He is delighted that for 2024 & 2025 he is the President of the Insurance Institute of Newcastle upon Tyne and Chair of the Tynes Tees PFS Region.
These councils organise events to aid the training and development of fellow advisers within the region. One of the main focuses is assisting new and younger entrants to the industry, on gaining the necessary qualifications to give regulated financial advice.