Azets Wealth Management experts advise clients on how to reach their financial goals. Our team of highly experienced Financial Planners provide clients with quality wealth management and tax services from investment advice to inheritance tax and retirement planning.
We are independent, with no links to any bank, investment provider or insurance company. We are regulated by the Financial Conduct Authority (FCA) and free to shape financial plans that are unconstrained by any obligation. From pensions to investment portfolio construction, we offer solutions that are drawn from the whole of the market.
Our clients are at the heart of everything we do, and our senior team have decades of experience in financial planning.
Our senior team have decades of experience in financial planning. Read more about their expertise and the specialist services they can offer our clients below.
Mark is passionate about delivering high quality, tailored wealth management services and developing long term business relationships which are built on trust and professionalism.
Mark works with his growing team and shares his experience to ensure clients receive a proactive service. Mark and his team cover all areas of personal & business financial planning, including investment advice, pension planning, tax planning strategies, estate planning, personal and business protection. He advises a broad range of clients on Auto Enrolment and Workplace Pensions.See Mark's Bio
Steve Tennant joins Azets from Mitie where he was the Customer Experience and Operations Director. He has worked in wealth management for more than 20 years, starting his career as a financial planner before moving on to regional, national and international roles.
Steve was responsible for establishing the Barclays Financial Planning Academy which created careers in wealth management for over 100 planners. He is passionate about creating company-wide customer cultures, driving positive engagement, creating an environment of continued service excellence, and the use of innovative and transformational initiatives.
Steve will use his vast skills and experience to help grow the Azets Wealth Management team nationally.See Steve's Bio
Martin joined us in 2009, after having previously worked at a large regional law firm. He was promoted to Wealth Management Director in 2023 and specialises in financial planning to owner-managed businesses and has specialist planning experience across pensions, investment and estate planning.
Qualification Designations: BA.See Martin's Bio
Geoff joined the business in 2006 having previously spent 5 years with Lloyds Private Banking.
Geoff works with individuals and businesses to help them achieve their lifetime and financial goals. Geoff has achieved Chartered Financial Planner status and is a Director within the Wealth Management department.See Geoff's Bio
Graeme Dreghorn has gained extensive wealth management experience during a near 20-year career with blue-chip banking and financial businesses such as RBS, Barclays, Ascot Lloyd and Charles Stanley.
He has achieved dual chartered status, being both a Certified Financial Planner and a Chartered Fellow for Financial Planning as well as achieving Chartered Wealth Manager designation, thereby placing him in the top tier of wealth management advisors.See Graeme's bio
Will Bleasdale has worked in wealth management for over a decade and is qualified as both a Chartered Financial Planner and a Fellow of the Personal Finance Society.
Will is passionate about providing high quality, bespoke financial advice to individuals and businesses. He has expertise in cashflow planning and works with his clients to build and implement financial plans, helping them to meet their objectives.
Will is also working with the Azets Wealth Management board on the development of a fully integrated wealth and financial planning service across Scotland.See Will's bio
We’re proud of our expertise and technical know-how, but everything we do is driven by a deep human connection between our colleagues, clients and local communities.
We offer expert, tailored and professional advice to help grow and protect your wealth, giving you peace of mind.Get in touch
We are stronger together. We share knowledge, ask for help and empower each other to achieve collectively.
We constantly ask ourselves what is the right thing to do for our people, our clients and our business, acting with integrity at all times.
We are open-minded and value everyone’s contribution, embracing our differences and fostering a culture of trust and inclusion.
We adapt quickly to change, finding smart ways to deliver the best results and remain one step ahead.
Our experts will guide you through all your financial options and tailor solutions to help you make the right choices to build and preserve your wealth. We are future focused, especially with the ever-changing landscapes of regulations and tax. As we are truly independent, we are free to offer financial products without bias or obligation. If you want friendly, expert and valuable wealth management from a team that understands you and your needs, please get in touch. We would be delighted to offer you a free initial consultation.