Menu
About Us
The core of who we are is rooted in loyalty and trust
Our Founder
It was on a walk in the fresh countryside during the global pandemic in 2020 that I had a career-changing realisation! It was here in the fresh air that it got me thinking about what type of Financial Adviser I want to be in the future.
Having been in the Financial Services industry for over 15 years and highly experienced working with different institutions, businesses, and professionals, I knew I had what it would take to be successful but for whom. So, I decided to create Azure Wealth Limited and oversee my own destiny.
At Azure Wealth, we are dedicated to helping clients achieve their financial goals by securing them a successful financial future, embracing technology and being adaptive to what is now a fast-paced industry. Some examples of goals achieved for our clients have been to purchase a supercar, to be able to retire ten years early and to go abroad every year.
We provide genuinely independent and holistic financial advice. We feel this is so important as it does make a difference to our client’s dreams and aspirations, meaning we will only recommend what is right for you to help you achieve that dream.
Why do we do this? It’s simple; it’s our Passion for doing what’s right for our clients. Passion is what drives us here at Azure Wealth, and if you have a dream or a financial goal you really want to achieve but you don’t know how or where to start, then we want to hear from you!
Get in touch for a no-obligation consultation to see how Azure Wealth can help you.
Dream. Plan. Live.
Our Philosophy
The core of who we are is rooted in loyalty and trust – it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
The Challenges We Solve
Successful people are busy with their day to day business decisions and this will invariably take priority.
In the short term this may not be an issue, however there are certain financial decisions which, if not addressed comprehensively, can seriously affect your future financial well-being.
Some challenges may include –
- Structuring personal and business income and assets tax efficiently
- Securing the financial future for you and your family
- Meeting retirement goals and aspirations.
We believe that holistic financial planning can provide significant value to individuals/business owners, so they can face the future with confidence.
Azure Wealth provide a tailored service designed to create real value to your individual goals and needs. I believe regular reviews regarding your circumstances are vital to help you have the correct and up to date plans in place.
Who We Help
Azure Wealth works with a broad range of clients – the employed, self-employed, retired and small to medium enterprises (SMEs) – to assist and advise towards the achievement of their goals and aspirations.
We are dedicated to helping clients achieve their financial objectives and goals by securing them a successful financial future. Azure Wealth strive to exceed expectations while being responsive to our clients’ needs.
Pursue Your Financial Freedom