• Tue. Jul 23rd, 2024

North East Connected

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Azets Wealth Management appoints new Chartered Financial Planner as demand grows

Azets Wealth Management has appointed Jonathan Loughran as a Chartered financial planner working across Teesside and County Durham as part of its ambitious growth plans.

Jonathan has over a decade of experience in wealth management working for well-known firms including Eveleyn Partners and Investec Wealth and Investment.

His role at Azets Wealth Management will be to advise clients with their financial goals. The team is experienced in providing clients with high quality wealth management and tax services from investment advice to inheritance tax and retirement planning.

Jonathan Loughran said:

“I’m excited to join the team as it continues to grow across the North. I will be working alongside my Azets accountancy colleagues to offer financial planning services to existing clients.

My focus is to help people that do not currently have an adviser and can benefit from having all their planning managed more effectively by combining planning with our tax services. The benefit of having financial advice and accountancy services provided by Azets is that we can work collaboratively to ensure clients receive great advice, covering all their needs, and in a timely fashion.”

Mark Parkinson, Wealth Management Partner, at Azets said:

“I’m delighted to welcome Jonathan to our growing wealth management team. His skills and experience will be a real boost to our clients. Whether you’re an individual, business owner or trustee, one of our professional wealth management experts will work with you to create a tailored strategy.”

We’ve got ambitious growth plans across the North and beyond and this is an exciting time to join Azets Wealth Management. Ensuring we continue to invest in new talent signals the confidence and commitment we have in the market; Jonathan’s appointment reflects the importance we place on delivering the best service possible to our clients across the region.”

By admin