0330 038 8942
Based in Newcastle-upon-Tyne
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FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 27 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
1
Recent Client Reviews
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Alex has not yet added their qualifications to their profile
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Alex has not yet added their qualifications to their profile
Transparent Fees
Alex has not yet added their fees to their profile
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Alex has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
Last checked: 27 April 2025
Alex is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Alex's status
1
Recent Client Reviews
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Alex has received 1 client review in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 27 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Alex has not yet added their qualifications to their profile
Qualifications not yet added
Alex has not yet added their qualifications to their profile
Transparent Fees
Alex has not yet added their fees to their profile
Fees not yet added
Alex has not yet added their fees to their profile
As a fully level 4 qualified financial adviser assisting individuals through all the twists and turns life takes is my greatest source of professional pride. Having been a financial adviser working within the North East of England for a number of years now, with also digitally servicing those individuals further afield; Aiming to be blending technology whilst still retaining a warm and personal touch. Whether it be helping someone understand their retirement options and begin their decumulation process or a young saver who is just getting started, ensuring that advice is easy to understand and readily available is a core tenet of mine.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Alex's clients
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Adviser Disclaimer
Azets Wealth Management is a trading style of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.