Azets Wealth Management Limited

Reference number: 449016

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks, 1 thing worth a closer look

  • When azetswealthmanagement.co.uk first appeared online, and whether it can receive email
  • What kind of line 0191 285 0321 is
  • Who else gives the postcode NE3 3LS
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Other names (5)

If you were contacted under any of these names, it is this firm.

  • Azets Tait Walker Financial Services Limited Former name
  • Tait Walker Financial Services Ltd Former name
  • Azets Tait Walker Wealth Management Former trading name
  • MHA Tait Walker Wealth Management Former trading name
  • Tait Walker Wealth Management Former trading name

FCA permissions and consumer protection

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (5 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Debt-counselling
  • Making arrangements with a view to transactions in investments

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
05674020
Company status
Active
Company type
Private limited company
Incorporated
12 January 2006 (20 years old)
Registered office
Bulman House Regent Centre, Gosforth, Newcastle Upon Tyne, NE3 3LS, England
Nature of business
  • Activities of insurance agents and brokers (SIC 66220)

Directors and company secretaries

Name Role Born Appointed Other companies
Mark Andrew Parkinson Director Mar 1974 19 Mar 2012 5 other companies
David William Aikman Director Jul 1978 5 Dec 2022 27 other companies
Steven James Tennant Director Jun 1971 5 Dec 2022 3 other companies

Other companies run by these 3 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
34
closed down
13
went insolvent
1

In the full report: all 34 companies, named

  • What each company does, and whether it is still trading
  • Which of these 3 directors sit on each board, and since when
  • The one that went into liquidation or administration
  • The 1 company these 3 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 30 June 2025Full accountsAudited

Net assets

£4.10m

No earlier figure to compare

Cash at bank

£2.88m

+160% from £1.11m

Owed within a year

£4.85m

+462% from £863k

Assets and liabilities

In the full report: all 4 years of accounts

  • Every year from 2022 to 2025
  • The chart, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Accounts filed at Companies House for company 05674020. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Azets Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (9) All events (32)

2022

15 June 2022

  • Changed its registered name from "Azets Tait Walker Financial Services Limited"

FCA register

4 May 2022

  • Changed its registered name from "Tait Walker Financial Services Ltd"

FCA register

30 April 2022

  • Azets Holdings Limited took control (75–100% of shares)
  • Tait Walker LLP gave up control

Companies House

2016

6 April 2016

  • Tait Walker LLP took control (75–100% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2006

2 June 2006

  • Became authorised by the FCA

FCA register

1 June 2006

  • Regulated by the Financial Services Authority from this date

FCA register

12 January 2006

  • Incorporated at Companies House

Companies House

In the full report: all 32 events

  • All 32 events in its history (9 shown here)
  • Every director appointment and resignation: 13
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Firms like Azets Wealth Management

Other firms of the same type (financial adviser), nearest first.

In the Newcastle (NE) postcode area

Access Wealth ManagementHexhamAuthorisedAmethyst Independent Financial Advisers LLPNorth ShieldsAuthorisedAspire Wealth LimitedStocksfieldAuthorisedB-Advised LimitedNewcastle upon TyneAuthorisedBede Wealth Management LimitedJarrowAuthorisedBerkley Wilkinson Wealth Management LtdAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Azets Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 34 other companies its directors have run, named
  • 3 background checks on its contact details, 1 flagged
  • 4 years of accounts, charted
  • All 32 events in its history

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Frequently asked questions about this firm

Is Azets Wealth Management Limited FCA authorised?
Yes, Azets Wealth Management Limited (FRN 449016) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since June 2006 and works as a financial adviser. The FCA has placed no limits on its permissions.
What is Azets Wealth Management’s phone number and website?
The FCA register lists the phone number 0191 285 0321 and the website azetswealthmanagement.co.uk for Azets Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is Azets Wealth Management a scam or clone?
Azets Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Azets Wealth Management?
Its FCA permissions do not allow it to hold or control client money. It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Azets Wealth Management to the Financial Ombudsman Service, free of charge.
Who owns Azets Wealth Management?
Azets Wealth Management is owned by Azets Holdings Limited, which holds 75–100% of shares, 75–100% of votes and can appoint and remove the board, since 30 April 2022. Before that, it was controlled by Tait Walker LLP.
Who runs Azets Wealth Management?
Companies House lists 3 directors of Azets Wealth Management: Mark Andrew Parkinson, David William Aikman and Steven James Tennant.
How long has Azets Wealth Management been in business?
The company was formed on 12 January 2006, and has held its current FCA authorisation since June 2006.
What do Azets Wealth Management’s latest accounts show?
Its latest accounts, to 30 June 2025, show net assets of £4.10m (no earlier figure to compare) and cash at bank of £2.88m (+160% from £1.11m).
Does Azets Wealth Management use any other names?
It has previously used 5 other names, including Azets Tait Walker Financial Services Limited, Tait Walker Financial Services Ltd and Azets Tait Walker Wealth Management.

Sources and links

The full report on Azets Wealth Management Limited

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