Azets Wealth Management

Name

Azets Wealth Management

Legal name

Azets Wealth Management Limited

Website

https://azetswealthmanagement.co.uk

Company type

Private

Founded year

2020

Operating status

Operating

Headcount range

51–100 employees

Short description

Azets Wealth Management is a UK-based, FCA-regulated independent wealth advisory firm (subsidiary of Azets Holdings) providing financial planning, investment, tax, retirement, estate, and employee benefits advice to individuals and businesses across multiple UK offices.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Tax-Focused Wealth Management RIAs (FSAAACAD), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)

Keywords

• Wealth management services
• Financial planning advice
• Retirement planning services
• Investment advisory services
• Employee benefits consulting

Headquarters

HQ city

Newcastle Upon Tyne

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Advisory Fees: Fee-based financial advisory services for wealth management, investment planning, retirement planning, tax planning, estate planning, and business protection insurance. Services include both one-time consultation fees and ongoing advisory retainer arrangements.
2. Employee Benefits Consulting: Consultation services for businesses implementing employee benefits packages including workplace pensions, group risk, healthcare, and employee assistance programmes.
3. Probate Services: Licensed probate services charged on an hourly basis. Fee range for grant of probate and IHT forms between £1,500 and £20,000.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Azets Wealth Management provides independent, FCA-regulated financial advisory services covering retirement planning, investment planning, tax planning, estate and protection planning, business protection insurance, employee benefits consulting, and specialist NHS pension advice. The firm draws products from the whole of the market and delivers tailored advice to both individuals and businesses through qualified financial planners operating from UK offices.

Product overview

Azets Wealth Management offers a suite of wealth management services delivered through independent financial planners. The core offering consists of seven distinct service areas: Business Protection Insurance, Employee Benefits, Estate & Protection Planning, Investment Planning, Retirement Planning, Tax Planning, and NHS Pensions & Employee Benefits. The company operates as an independent advisory firm with no ties to banks, investment providers, or insurance companies, and is regulated by the Financial Conduct Authority (FCA). Services are drawn from the whole of the market to provide unconstrained financial planning solutions for individuals and businesses.

Differentiator

Problem solved

Functional benefit

Brands

• WealthWise: A financial planning proposition offering services to individuals, particularly those typically overlooked by other firms.

Products and services

• Retirement Planning Financial planning services covering pension strategies, drawdown options, and cashflow modelling for individuals and business owners approaching or in retirement.
• Investment Planning Advisory services providing personalised investment guidance, portfolio management, and ongoing monitoring to help individuals and businesses achieve growth objectives while minimising tax liabilities.
• Tax Planning Strategic tax advisory services helping clients minimise inheritance tax, capital gains tax, and income tax through allowances, exemptions, tax-efficient investment wrappers, and regular plan reviews.
• Estate & Protection Planning Planning services covering will preparation, trust setup, executor selection, and strategies to reduce inheritance tax, including term assurance, critical illness cover, income protection, and whole of life insurance.
• Business Protection Insurance Insurance advisory services helping businesses protect against the loss of key employees due to illness or death, including key person cover, shareholder protection, and tax-efficient life cover for directors and employees.
• Employee Benefits Consultancy services helping businesses design, communicate, and implement employee benefits strategies including workplace pensions, group risk, healthcare, and employee assistance programmes.
• NHS Pensions & Employee Benefits Specialist advisory services for NHS employees covering NHS pension options, the McCloud remedy, life assurance, critical illness cover, and income protection tailored to healthcare sector workers.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• Hargreaves Lansdown: UK's largest direct-to-consumer investment platform offering ISAs, pensions, fund selection, and increasingly financial advice to retail clients — competes for the same individual client segment, especially retirement savers and ISA investors.
• AJ Bell: UK investment platform serving retail investors and advisers with SIPP, ISA, and Drawdown products plus growing financial advice offering — competes for Azets' retirement and investment planning clients.
• Evelyn Partners: The UK's largest integrated accountancy-led wealth manager, offering independent financial planning, tax, investment management, and employee benefits to private clients and SMEs — directly comparable to Azets Wealth Management's service mix and accountant-affiliated distribution model.
• Quilter: UK wealth manager focused on financial planning, investment platforms, and adviser services to affluent and retirement-age clients — overlaps Azets' retirement planning, drawdown, and tax-efficient investment wrappers work.
• Sanlam Wealth UK: UK-focused wealth manager (formerly Sanlam Partners) backed by Sanlam, delivering financial planning, investment management, and employee benefits to private clients — overlaps Azets' individual and corporate segments.
• Rathbones Group: Listed UK discretionary fund manager and wealth adviser serving high-net-worth and intermediated clients with investment management, financial planning, and tax services — comparable scope to Azets Wealth Management's advisory-led model.
• Baker Tilly (Azets competitor in accountancy-adjacent wealth): Top-10 UK accountancy and advisory network offering wealth management and financial planning to owner-managed businesses and high-net-worth individuals — comparable accountant-affiliated wealth distribution model.

Broad incumbents

• Coutts (NatWest Group): UK private bank and wealth manager providing bespoke advisory, investment management, and financial planning to HNW clients — comparable in service depth but operates as part of a large bank-led group.
• St. James's Place: Largest UK wealth manager with a partner-led advice model and full suite of investment, retirement, tax, and estate planning services — comparable client offering, though bigger and more constrained in product range than Azets' whole-of-market approach.
• Brewin Dolphin (RBC Wealth Management UK): UK discretionary wealth manager acquired by Royal Bank of Canada, providing investment management and financial planning to private clients — comparable HNW/mass-affluent segment with broader global backing.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights8 records

Customer concentration

• YouTubeyoutube.com/channel/UCrefDxaItg-tsDtj8KSCTiQ
• LinkedInlinkedin.com/company/azets-wealth-management
• Instagraminstagram.com/azets_uk

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles21 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Azets Wealth Management