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: May, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
Last checked: 28 March 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
10
Recent Client Reviews
Jack has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 10 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: 26 February 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.
2
Qualifications Uploaded
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jack has not yet added their fees to their profile
Fees not yet added
Jack has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
Last checked: 28 March 2025
Jack is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Jack's status
10
Recent Client Reviews
Jack has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Jack has received 10 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: 26 February 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.
2
Qualifications Uploaded
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Jack has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Jack has not yet added their fees to their profile
Fees not yet added
Jack has not yet added their fees to their profile
I am dedicated to helping clients achieve their goals and provide an exceptional service. I achieve this through a personalised approach, jargon-free communication, prompt responses and transparency. My specific areas of expertise include; pensions, investments, tax planning, insurance (personal and business), inheritance tax planning and retirement planning. I work with a diverse group of clients, I am passionate about helping anyone that I speak with. This has ranged from, young professionals building their wealth, business owners selling their companies and retiring, to later life planning focusing on estate planning and inheritance tax. As a chartered financial planner, I strive to continuously adapt to an ever changing financial landscape.
£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 Jack's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
No reviews matching your filter selections.
VouchedFor Disclaimer
Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
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.