What financial advisory services does Azure Wealth provide?

Azure Wealth offers independent advice on wealth management, retirement planning, and inheritance tax strategies to support long-term financial growth.

How can I benefit from Azure Wealth's investment planning?

Their services include tailored portfolio creation, regular performance reviews, and strategies for maximising tax efficiency.

What is included in Azure Wealth's retirement planning?

They help clients assess income needs, consolidate pensions, and create strategies for a comfortable retirement.

Does Azure Wealth provide estate planning advice?

Yes, they assist with trust establishment, beneficiary reviews, and strategies to minimise inheritance tax.

Can Azure Wealth help business owners with financial planning?

Absolutely, they provide exit planning and tailored pension strategies for business owners and directors.

What is tax-efficient investment planning, and how does it work?

Tax-efficient planning involves using schemes like EIS or VCT to optimise returns while minimising tax liabilities.

How can Azure Wealth assist during a life event, such as a divorce?

They offer specialised services, such as pension sharing advice and financial restructuring for significant life changes.

Does Azure Wealth provide financial education for families?

Yes, they conduct legacy sessions to help families prepare the next generation for managing wealth.

How often does Azure Wealth review financial plans?

They offer annual reviews to ensure financial strategies remain aligned with clients' evolving goals.

Can Azure Wealth help with insurance planning?

Yes, they advise on life and business insurance to protect clients’ financial futures.

Azure Wealth Services | Comprehensive Financial Solutions

Our Services

Azure Wealth offer a wide range of services that help clients pursue their financial freedom

Trust Us As Your Independent Financial Adviser (IFA)

As independent financial advisers, Azure Wealth have access to the full range of products and services available in the UK market as opposed to a restricted advice adviser, who may only advise on limited types of products, a limited number of companies or products from one company only.

We can give fully impartial advice to help you solve your financial planning issues and maximise your opportunities. We can give you choice, value for money and quality service.

We are a comprehensive wealth management and planning firm committed to helping our clients improve their long-term success and pursue financial freedom. As a client, you’ll enjoy the following specialised services:

Wealth Planning & Investment Services
Retirement Planning
Inheritance Tax Planning

Wealth Planning & Investment Services

Development of a personalized portfolio and continual monitoring of your investments
Tax Efficient Investment planning
Annual meetings to review and evaluate your investment performance, update your financial objectives and if necessary, reallocate your portfolio
Specialist Tax Investment strategies such as Business Relief, VCT and EIS schemes.*
Business owner exit planning
Protection (Life Insurance)
Business Protection

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED. TAX PLANNING ADVICE ISN’T REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

*Don’t invest unless you’re prepared to lose all your money. This is a high-risk investment. You could lose all your money and are unlikely to be protected if something goes wrong. Take 2min to learn more.

Retirement Planning

Analysis of your income needs now and, in the future, to help you maintain a comfortable standard of living in retirement
Recommendations regarding the most appropriate retirement strategy for your pensions, SIPPS, SSAS and work place pensions plans.
Consolidating various Pensions making it easier to manage
Review service for your existing Pensions
Director Level Pension for business Owners
Pension Sharing Orders for Divorcees

A PENSION IS A LONG TERM INVESTMENT, THE FUND VALUE MAY FLUCTUATE AND CAN GO DOWN. YOUR EVENTUAL INCOME MAY DEPEND UPON THE SIZE OF THE FUND AT RETIREMENT, FUTURE INTEREST RATES AND TAX LEGISLATION. INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE. TAX PLANNING ADVICE ISN’T REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

Inheritance Tax & Estate Planning

Analysis of your current estate plan and potential tax liabilities
Assistance transferring assets to Trust or other trusts
Review of beneficiary designations
Analysis of your insurance and long-term care needs
Facilitation of a legacy session to educate the next generation
Complimentary consultation with your solicitor
Guidance and advice in the event of the death of a loved one

THE VALUE OF INVESTMENTS AND THE INCOME FROM THEM MAY GO DOWN. YOU MAY NOT GET BACK THE ORIGINAL AMOUNT INVESTED. INFORMATION IS BASED ON OUR CURRENT UNDERSTANDING OF TAXATION LEGISLATION AND REGULATIONS. ANY LEVELS AND BASES OF, AND RELIEFS FROM TAXATION, ARE SUBJECT TO CHANGE. TAX TREATMENT IS BASED ON INDIVIDUAL CIRCUMSTANCES AND MAY BE SUBJECT TO CHANGE IN THE FUTURE. TAX PLANNING IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

Insurance

Review of needs to ensure full protection for you and your family.
Advice on life, critical illness, income protection, and family insurance.
Review of policies for optimal coverage at competitive rates.
Guidance on key person insurance, shareholder protection, and business continuity.
Help with choosing the best private medical cover.
Recommendations on mortgage and loan protection.

INSURANCE IS A MEANS OF MANAGING RISK, BUT IT’S IMPORTANT TO REMEMBER THAT NO POLICY CAN ELIMINATE ALL RISKS. TERMS, CONDITIONS, AND EXCLUSIONS APPLY. PREMIUMS AND COVERAGE CAN CHANGE BASED ON FACTORS SUCH AS AGE, HEALTH, AND UNDERWRITING REQUIREMENTS. THE INFORMATION PROVIDED IS BASED ON CURRENT INSURANCE REGULATIONS AND UNDERSTANDING. TAX TREATMENT OF INSURANCE PREMIUMS MAY CHANGE. TAX PLANNING ADVICE IS NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.

We Follow A Tried & Tested Process

A detailed planning process is the best way to establish financial security. Once we get to know you we can begin to develop a dynamic plan that will meet your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.