Expert, tailored and professional advice to help grow and protect your wealth.

Financial planning isn’t just about putting your money where it will get the best return, nor is it just about buying products like a pension or an ISA - it is an ongoing process to help you manage your finances to achieve goals in life.

Whether you want to be sure of a comfortable retirement at an age of your choosing, travel the world, help your children with the cost of university, or simply make sure your family are safe and secure, you should plan your finances carefully now.

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Whatever your financial circumstances, our Wealth Management specialists are ready with practical, personal advice

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Retirement Planning

Our advisors are here to understand your financial goals and help you to plan for the future. Whether you have just started your career or approaching retirement, we can help create a plan that works for you, giving peace of mind that you can enjoy in later life.

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Investment Planning

Our expert team of investment and wealth management specialists are on hand to advise and guide you through making the best decisions with investments to secure your financial future - for both you and your business.

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Tax Planning

Our team work closely with our tax specialists to make sure you are maximising your investments and protecting your assets. We create a holistic plan that is arranged in the most tax efficient manner possible. We review this plan regularly and deliver further proactive advice following changes to tax legislation to make sure you maximise your tax efficiency over your lifetime.

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Business Protection Insurance

People are the most important part of any business. Your team’s skills and experience keep your business running smoothly. But what would happen if their expertise was lost? Our experts will advise on putting the correct insurances in place and ensure that they are regularly reviewed to reflect your changing business.

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Estate and Protection Planning

The financial impact of death, a period of illness or serious injury are never easy topics to discuss but providing for these eventualities can protect you and your family from financial difficulty. Our objective and personal approach to protection planning allows you to take comfort in the knowledge that everything has been taken care of.

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Employee Benefits

Our goal is to help you communicate and implement an employee benefits strategy to help your business and workforce thrive. Our specialist Wealth Management team will provide you with a free consultation on your current benefits package or your new benefits structure, listening to you and ensuring that we understand your objectives as a business.

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Improving the lives of our clients

Quote Icon Wealth Management allows us to provide our clients with more advice that will improve their businesses and their lives.

Peter Gallanagh, Regional CEO

What do our clients think?

Quote Icon I have worked with Azets Wealth Management for many years and I can honestly say that the service has been consistently excellent. I feel that as a client my needs are put first and I would find it very difficult to find another adviser who I could trust as much as I do now.

Murray Hogg, Founder and CEO - Murray Hogg Limited

Download our Wealth Management brochure

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Get in touch

Whether you know what you need or just want to explore your options, we're here to help.