Azalea Wealth Management Ltd

02/09/2026

We’re pleased to be exhibiting at the Tees Business Showcase & Forum on 20 October at Riverside Stadium.

Come and see us, have a chat and find out more about what we do.

Will we see you there?

24/08/2026

We are absolutely delighted to share that our MD, Harrison, has been shortlisted for Young Financial Planner of the Year 2026 in the Northeast & West, Scotland & Northern Ireland region 🎉🌺

To receive this recognition is a huge honour for Harrison, particularly at such an exciting stage in the journey we’re on with Azalea Wealth Management.

The last year has been a busy one — building and growing the business, developing our team and, most importantly, continuing to raise the standard of service and financial planning we provide to our clients.

A massive thank you to our clients, the Azalea team and everyone who has supported us along the way so far! 👏

We’re looking forward to the awards later this year — and are very proud to be representing such a fantastic region 🤝

11/08/2026

We’re delighted to be featured in the latest edition of Tees Business! 📖

The article comes at a particularly exciting time for Azalea Wealth Management, just after celebrating our first birthday and featuring our Operations Director, Andrew Bowden.

Andrew shares an insight into his role at Azalea, the journey we’ve been on over our first year, and our ambitions for the future — including our plans to recruit in 2027 as we continue to grow the business and strengthen the service we provide to our clients.

It’s a great reflection of how far we’ve come in just 12 months, but more importantly, where we’re heading next.

A huge thank you to the team at Tees Business for featuring us, and to everyone who has supported Azalea so far. We’re incredibly excited about what the next chapter holds. 🤝

Read the story 👇 (link in comments/story)

Growth NorthEastBusiness

08/08/2026

It’s good to be back 🔵⚪️

04/08/2026

Azalea Wealth Management turns 1 today! 🎉

What a year it’s been, but where did that time go?!

From day one to now — building a service we’re proud of, launching our app, growing our team, and getting ready to open another office next month — it’s been non-stop.

We just want to say a massive thank you to everyone who’s supported us along the way so far - our clients, our professional connections, our families and our friends. Everything you do makes this possible and we can’t thank you all enough!

Year one done… bring on year two 🍾🤝

30/07/2026

The Azalea Q3 newsletter is now available 🌺📖

In this edition, we cover:

- The latest changes to ISAs and what they could mean for investors

- An introduction to our new client app, designed to make working with us and your financial planning even easier

- Exciting updates at Azalea, including our upcoming move to new premises, the growth of our team, and our continued investment in delivering a consistently sharper and more effective client experience

It’s an exciting period for the business, and we’re incredibly grateful to our clients and professional connections for being part of the journey!

Enjoy!

(Link in comments/story)

04/06/2026

Great delivery this morning… the latest edition of Tees Business has landed and we’re thrilled to be featured! 📖

The article highlights how bespoke, corporate financial planning isn’t just about the numbers - it’s a vital tool for transforming a company’s working environment, boosting team morale and significantly improving staff retention rates.

A prime example of this approach in action is the highly successful partnership between our Director Harrison Smith DipPFS and Steve Southern at Stockton-based Southern Asset Management 🤝

Make sure to pick up a copy of the news Tees Business magazine to read the full story!

29/04/2026

Just like that, our Q2 newsletter is here! 📖

From our first tax year end as Azalea, to the upcoming Hartlepool Business Expo that director Harrison is to play an integral part in, it's been a busy and incredibly rewarding time!

We hope you enjoy this quarter's newsletter and don't forget to look out for our special article in the upcoming edition of Tees Business...

If anything in this newsletter sparks your intrigue, don't hesitate to get in touch ☎️

Welcome to the latest newsletter from the team at Azalea Wealth Management. As we move into the new tax year, we wanted to take a moment to reflect on a busy few months, share some exciting community milestones and look ahead to what is next for our clients.