Website & contact details
- Website
- Group website
- The site of this company’s group or brand.
Azets Wealth Management Limited
- Incorporated
- 12 January 2006 (20 years)
- Previously known as
- Azets Tait Walker Financial Services Limited (until 14 June 2022)Tait Walker Financial Services Limited (until 3 May 2022)This list may be incomplete. See all names on Companies House
- Industry
- Activities of insurance agents and brokers (66220)
- Owned by
- Accounts type
- Small
- Region
- North East
- Address
- Bulman House Regent CentreGosforthNewcastle Upon TyneNE3 3LS
Filing status
- Accounts due
- 31 March 2027
- Last accounts
- 30 June 2025
- Conf. stmt due
- 31 January 2027
- Last conf. stmt
- 17 January 2026
Charges
- Total
- 2
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 2
Officers 3 active
Officer details are public data from the Companies House register.
Director · Appointed 5 December 2022
British
Born July 1978 (48)
Director · Appointed 5 December 2022
Also at Azets LA Limited, Azets LA Holding Limited
British
Born June 1971 (55)
Director · Appointed 19 March 2012
British
Born March 1974 (52)
Officer history (7 former)
5 December 2022
5 December 2022
5 December 2022
5 December 2022
1 November 2015
1 November 2015
31 October 2012
31 October 2012
31 October 2012
19 March 2012
12 January 2006
12 January 2006
12 January 2006
12 January 2006
12 January 2006
12 January 2006
12 January 2006
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 30 April 2022
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Private Limited Company
Reg. no. 06365189
Former controllers (2)
30 April 2022
Ceased Tait Walker LLP — Owns 75–100% of shares
30 April 2022
Ceased Tait Walker LLP — Owns 75–100% of shares (as a firm)
Group structure 36 shown
Ownership group derived from the Companies House PSC register
Azets Holdings Limited Has significant influence or control
Azets (MCC) Limited Owns 75–100% of shares
Azets (Coventry) Limited Owns 75–100% of shares
Azets Debt Solutions Limited Owns 75–100% of shares
Azets Financial Planning Limited Owns 75–100% of shares
Azets Garbutt & Elliott LLP Holds 75–100% of voting rights
Azets Inspire Professional Services Limited Owns 75–100% of shares
Azets LA Holding Limited Owns 75–100% of shares
Azets LA Limited Owns 75–100% of shares
Azets Milne Craig Holdings Limited Owns 75–100% of shares
Azets Milne Craig Owns 75–100% of shares
Azets PS Limited Owns 75–100% of shares
Azets Wealth Management Limited This company Owns 75–100% of shares
Azets Ireland Holdco Limited Has significant influence or control
Blick Rothenberg Holdco Limited Has significant influence or control
Blick Rothenberg Audit LLP Holds 75–100% of voting rights
Blick Rothenberg Limited Has significant influence or control
Blick Rothenberg Global Business Services Limited Owns 75–100% of shares
Fieldalter Management Holdings Limited Owns 75–100% of shares
Fieldalter Holdings Limited Owns 75–100% of shares
My Virtual Vat Team Ltd Owns 75–100% of shares
NBB Associates Limited Owns 75–100% of shares
Taxfax Limited Owns 75–100% of shares
BR Axiom Limited Has significant influence or control
Cogidocs Holdings Limited Has significant influence or control
Gorilla Holdings Limited Has significant influence or control
Gorilla Accounting Limited Owns 75–100% of shares
Financials
Balance sheet as at 30 June 2025 · small accounts
- Net Assets
- £4,097,234
- Cash
- £2,880,752
- Profit
- £1,108,275
- Current Ratio
- 0.8x
- Return on Equity
- 27%
Trend
Net Assets
Balance sheet detail
| 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|
| Fixed Assets | £143,334 | |||
| Current Assets | £3,938,019 | £3,775,621 | £3,177,272 | £2,382,948 |
| Debtors | £1,057,267 | £2,666,950 | £2,110,240 | £1,844,510 |
| Cash | £2,880,752 | £1,108,671 | £1,067,032 | £538,438 |
| Creditors (< 1 year) | £4,851,218 | £863,329 | £779,226 | £791,039 |
| Net Current Assets | (£913,199) | £2,912,292 | £2,398,046 | £1,591,909 |
| Net Assets | £4,097,234 | £1,735,243 | ||
| Shareholder Funds | £4,097,234 | £2,988,959 | £2,514,713 | £1,735,243 |
What Azets Wealth Management say about themselves
“Azets Wealth Management offers expert investment, retirement, tax, and estate planning advice to help individuals and businesses secure their financial future”
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 17 August 2026 | Change of details for a person with significant control | |||
| 31 March 2026 | Accounts for a small company | 30 June 2025 | ||
| 19 January 2026 | Confirmation statement with no updates | 17 January 2026 | ||
| 26 March 2025 | Accounts for a small company | 30 June 2024 | ||
| 17 January 2025 | Confirmation statement with no updates | 17 January 2025 |
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