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.

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.

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.