Azets Wealth Management expands UK team

Azets Wealth Management has appointed seven senior team members and made seven promotions to further scale its 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 in its growth plans.

Azets Wealth Management also recently appointed Graeme Dreghorn and Will Bleasdale 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 to support growth, including Sarah Gilby to head of Operations and Katherine Finch to head of Compliance and Leonard Bernie to head of Employee Benefits.

Mark Parkinson, CEO of Azets Wealth Management, said: “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.