0330 038 8941
Based in Newcastle-upon-Tyne
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Omar is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Omar's status
Last checked: 05 April 2025
Omar is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Omar's status
31
Recent Client Reviews
Omar has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Omar has received 31 client reviews 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: 20 November 2024
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.
5
Qualifications Uploaded
Omar has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Omar has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Omar has not yet added their fees to their profile
Fees not yet added
Omar has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Omar is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Omar's status
Last checked: 05 April 2025
Omar is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Omar's status
31
Recent Client Reviews
Omar has received 31 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Omar has received 31 client reviews 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: 20 November 2024
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.
5
Qualifications Uploaded
Omar has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Omar has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Omar has not yet added their fees to their profile
Fees not yet added
Omar has not yet added their fees to their profile
I am the Associate Director of the Newcastle Wealth Management Team. I bring over 17 years of experience in the Financial Planning industry. With a commitment to excellence and a client centric approach, I am dedicated to building long-term relationships, grounded in trust and transparency. Our personalised service focuses on adding value and providing clients with peace of mind. We work with our clients to offer a comprehensive solution tailored to meet their unique needs; everyone is different. Our main priority is ensuring our clients achieve their financial goals and secure their financial futures. Being part of the national accountants Azets offers us a strategic and unique offering to our clients. We have the ability to offer a collaborative approach and delve into the more complex issues clients face today on both a personal and business basis. Since joining Azets in May 2022 we are on a fantastic growth journey which aims to go from a team of 35 within the North East of England to a national offering which is an excited concept offering great opportunities. In my role as the lead for Newcastle Wealth Management my role is to support our team in offering the best service possible and continuing to grow our offering both within the North East and nationally. I also like to give back to the industry and with the firms support, volunteer on our professional bodies, the Chartered Insurance Institute (CII) and Personal Finance Society (PFS), local councils. I am delighted that for 2024 & 2025 I am the President of the Insurance Institute of Newcastle upon Tyne and Chair of the Tynes Tees PFS Region. We organise events to aid the training and development of fellow advisers within the region. The main focus is assisting new and younger entrants to the industry on gaining the necessary qualifications to give regulated financial advice.
Offers available through VouchedFor
Contact Omar through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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 Omar's clients
Based on responses provided by clients who have reviewed this adviser
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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.