Chartered financial planners Evans Falco LLP joins Azets Wealth Management, furthering

Azets’ national growth following its recent acquisitions of Milne Craig in Glasgow and Laurus

Associates in Newcastle.

Founded in 2010 and led by partners Treve Evans and Rosie Falco – both Chartered Financial Planners with deep roots in Cornwall – the firm has grown steadily over the past 15 years with offices both in Redruth and Newquay.   As one of only a small number of firms in Cornwall to hold Chartered status from the Chartered Insurance Institute, the firm has built a strong reputation for delivering technically rigorous advice underpinned by values of honesty, integrity, and client care.

“Joining Azets Wealth Management gives us the chance to grow while continuing to deliver the high-quality, personal advice our clients expect,”  says Rosie Falco, Partner, Evans Falco.  “We’ve always believed in building relationships that stand the test of time, and being part of Azets allows us to offer clients even more choice and depth of expertise without losing the values that define us,”
 
“Evans Falco has built a fantastic reputation in Cornwall and the South West for trusted, Chartered financial planning.  Their people-first culture and specialist knowledge are a natural fit with Azets Wealth Management, and we’re delighted to have them on board.  This is another important step in strengthening our regional presence and ensuring clients benefit from the very best advice and support,” comments Mark Parkinson, CEO, Azets Wealth Management.

As part of Azets Wealth Management, Evans Falco’s clients can expect a continuation of the same quality of advice, reliability and support, as well as wider access to new services and specialisms.  The Evans Falco team will relocate into Azets’ regional offices in Plymouth and Truro, ensuring a stronger local presence and closer collaboration with colleagues across the South West