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Azets has recruited experienced financial planners as part of its plans to launch a wealth management service in Yorkshire.
Leading the teams are financial planner Matt Knott, who joined the firm’s Bradford office, chartered financial planner Tom Lester in Leeds, and partner and Yorkshire head of wealth management Andy Kilby in York.
The new service will be geared towards private clients and business owners across the whole of the county.
Azets will also draw on in-house support nationally and leverage many years of financial planning expertise, especially in the north east and Scotland.
According to the firm, it will be targeting businesses in the £2.5m to £6m turnover bracket for acquisition. Its growth strategy is also built on an ethos to “make the firm attractive to clients and potential acquisition targets alike”.
Kilby said: “We have ambitions to build a market-leading wealth management and financial planning hub that understands Yorkshire and is tailored entirely to its needs.
“Although it is a new service for clients in Yorkshire, it is not a new service line for Azets where we have a great depth of financial planning experience which we wish to bring to the county.”
He added: “The new service will complement our already well-established private client offering and allow us to provide a joined-up and complementary approach with colleagues in our private client tax team.”
The wealth management sector manages £1.65tn in private savings and investments while employing more than 63,000 people, according to the Personal Investment Management and Financial Advice Association (PIMFA) trade body.
