Financial planning services

Wherever you are on your journey, the financial planning team can help you take the next step.

The financial planning team we work with are a group of experienced, trusted advisers committed to helping clients grow, protect and release their wealth. Whether you’re leading a business or managing your personal finances, the financial planning team bring their expertise to bear on understanding your situation and helping you achieve your ambitions.

The financial planning’s team adopt a four-part approach:

  • Personal : There is no matrix approach or tick box exercise. The team take time to understand you and your circumstances and design the most appropriate planning options to help you, and your business, achieve your objectives
  • Straightforward: It’s not about selling products and services to you, but building a clearly explained and effective scope of work based around your needs
  • Flexible: Plans are all well and good, but life can change and your priorities can shift. The team is there to support you, as and when you need us
  • Far-sighted: The financial planning team think and work long term to mitigate your risk, protect your wealth and help you plan for a fast-changing future.

Working with individuals

Your personal ambitions deserve as much attention as your business.

That’s why Azets financial planning will support their individual clients to help them grow, protect and release their wealth as their lives develop and change. Whether you want to invest assets, make pension contributions or achieve other financial objectives for you and your family, the team can provide you with clear, personal advice that puts you firmly in control.

Azets financial planning services include:

  • Wealth management
  • Investments
  • Pensions
  • Personal protection
  • IHT mitigation
  • Retirement planning

Quote Icon Our people are the heart of who we are and what we strive for and that’s what makes us stand out.

William Payne, Regional CEO at Azets,

Services for businesses: In an unpredictable world, every business needs to have a smart, flexible financial plan. No matter your size or structure, good financial planning makes the difference between thriving and struggling. With markets and society changing faster than ever, mitigating risk and protecting assets and employees has never been so important. The financial planning team can support you throughout the life cycle of your business, offering financial planning around every key stage.

  • Starting a business: income protection and life insurance
  • Employing staff: pensions, incentivisation and employee benefits
  • Growing your business: profit extraction, directors’ pensions and investments
  • Protecting your business: income protection, shareholder protection, keyman insurance and life insurance
  • Selling your business: investment management
  • Retirement: investment management, pensions and inheritance tax planning

Azets Financial Planning Limited, as re-branding of WK Financial Planning Limited, is currently awaiting approval from the Financial Conduct Authority. WK Financial Planning Limited is an Appointed Representative of Fidelius Ltd. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference is 526955. Azets Financial Planning Limited registered no. 07146887 ENGLAND. Registered Office: Churchill House, 59 Litchfield Street, Walsall, WS4 2BX.

Azets Financial Planning Is a trading style of Azets Financial Planning Limited.

Our Financial Planning services are provided through Azets Financial Planning Limited, an Appointed Representative of Fidelius Ltd. Fidelius Ltd is responsible for the oversight of financial advice and promotions (including website content relating to Financial Planning Services) provided by Azets Financial Planning Limited.

Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference is 526955. Azets Financial Planning Limited registered no. 7146887 ENGLAND. Registered Office: Churchill House, 59 Lichfield Street, Walsall, WS4 2BX.

Correspondence Address: Fourth Floor, Greenwood House, 91-99 New London Road, Chelmsford, CM2 0PP

t 0345 241 3586

Terms and Conditions

Azets Financial Planning disclosure statements:

Azets Financial Planning Limited is an Appointed Representative of Fidelius Ltd. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority. Our FCA reference number is 526955.

Azets Financial Planning Limited registered office is: Bridge House, London Bridge, London SE1 9QR 

Company registration number is 07146887 ENGLAND

Correspondence Address (Fidelius Ltd):

4th Floor, Greenwood House

91-99 New London Road

Chelmsford

CM2 0PP

Telephone: 0345 241 3586

Risk Warnings

Investment performance is not guaranteed and the value of investments may go down as well as up. You may receive back less than the amount you originally invested. Past performance is not indicative of future performance.

Terms & Conditions

Please take a minute to read, it’s your responsibility to follow the legal requirements.

Introduction

The use of the Financial Planning pages of this website is subject to the following Terms and Conditions. By accessing the Financial Planning pages of this website you agree to be bound by the Terms and Conditions set out below.

These terms-of-use are a legal agreement between us and describe the terms and conditions applicable to your use of  the Financial Planning pages of this website and the services we offer. You must read, agree with and accept all of the terms and conditions contained in this agreement and our Privacy Policy.

This agreement includes those terms and conditions expressly set out below and those incorporated by reference. We strongly recommend that you also access and read any other information contained on other pages or websites referred to in this notice, as they may contain further terms and conditions that apply to you. Please also refer to our Privacy Policy.

Complaints Procedure

We aim to satisfy the requirements of all of our customers as efficiently as we can, but we do realise that at times things may go wrong. When they do we will put them right as soon as possible. If you have a complaint please contact us using the details below:

Telephone: 0345 241 3586

Email: advice@fidelius.co.uk

In writing: The Compliance Officer Fidelius Ltd, Alexander House, James Street West, Bath BA1 2BT

The Financial Ombudsman Service

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. If you do have a complaint, and you are not happy with our response, the Financial Ombudsman Service (FOS) may be able to help. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Trademarks / Copyrights / Restrictions

This website page and all materials on it, including, but not limited to, images, are the sole property of Azets Financial Planning Limited and are protected from unauthorised copying and dissemination by copyrights law, trademark law. You may not reproduce, republish, upload, post, transmit, or distribute in any way whatsoever any materials from this website page without the prior written permission of Azets Financial Planning Limited.

Acceptable Use

You acknowledge that you are responsible for all communications sent via or to this website page and agree your use of this website for proper and lawful purposes only.

You will not carry out any act or omission or procedure which would:

Damage, delay interrupt or impair the use of this website page or it’s software

Cause any illegal, offensive, defamatory material to be placed on or associated with this website

Be in breach of any copyright trademark, privacy, confidence, or any other third party; or

Cause any inconvenience to its employees, servants, agents, software and other suppliers or any other third party (including, without limitation, creating or procuring software viruses, chain letters, unsolicited communication and “spam”).

In the event that you breach any of these Terms and Conditions, you will indemnify and keep indemnified Azets Financial Planning Limited , employees, servants, agents, professional advisors, suppliers and affiliates from time-to-time against all damages, losses, claims, costs, charges, awards, orders, judgments and other liabilities suffered or threatened as a result of a breach of these conditions.

Indemnity 

You agree to indemnify and hold us and our affiliates and agents and their respective officers, directors and employees harmless from any claim or demand, including legal fees, made by any third party due to or arising out of your breach of this agreement or your violation of any law or rights of a third party.

Termination and Suspension

We may immediately issue a warning and deny your access to all or part of the Financial Planning pages of the website or refuse to provide our services to you without notice if:

You are in breach of any part of this agreement

We cannot, for any reason, verify or authenticate any information you provide us

We believe that your actions may cause legal liability for us, you, or any other user.

General

These Terms and Conditions set forth the entire understanding and agreement between us.

We may amend these Terms and Conditions at any time by posting an amended agreement on our website. Any amended Terms and Conditions will govern new user registrations from the date that it is posted and existing users will be bound by the amended agreement after the expiry of 14 days following the date of posting.

Nothing in these Terms and Conditions shall create or be construed to imply any agency, partnership, joint venture, employee-employer or franchisor-franchisee relationship between you and us. Headings are for reference purposes only and in no way define, limit, construe or describe the scope or extent of such section.

If any provision of these Terms and Conditions is held to be invalid or unenforceable, such provision shall be struck out and the remaining provisions shall remain in full force and effect.

You cannot assign this agreement but we may assign it at our sole discretion.

Our failure to act with respect to a breach by you or others shall not be considered as a waiver of our right to act with respect to subsequent or similar breaches. Any person who is not a party to this agreement has no right under the Contracts (Rights of Third Parties) Act 1999 to enforce any term of this agreement. This does not affect any right or remedy generally available to such a third party in law or otherwise.

Governing Law

These Terms and Conditions are governed by and construed in accordance with English law and you agree that the English courts will have exclusive jurisdiction for any dispute under this agreement.

The laws of your country may be different from English law and there may be additional legal requirements for you to use the Financial Planning pages on this website or Financial Planning services. You must comply with all applicable local and international laws, statutes, ordinances and regulations regarding your use of  the Financial Planning pages on this website and Financial Planning services

We cannot monitor the laws of every country and it is your responsibility to ensure that your use of the Financial Planning pages on this website and Financial Planning services is legal.

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