Azets Wealth Management has acquired Evans Falco, a Chartered financial planning firm in Cornwall, aiming to enhance its regional service offerings and market presence.
Target Information
Azets Wealth Management has successfully acquired Evans Falco, a Chartered financial planning firm located in Cornwall. Founded in 2010, Evans Falco operates from two offices in Redruth and Newquay. It is recognized as one of the few financial firms in Cornwall to attain Chartered status from the Chartered Insurance Institute. The company specializes in long-term financial planning, investment strategies, and retirement advice, earning an excellent reputation for its technical proficiency and personalized service.
As part of this acquisition, the Evans Falco team, which includes partners Treve Evans and Rosie Falco, will integrate into Azets’ regional hubs located in Plymouth and Truro. This move is anticipated to enhance Azets’ local service offerings while upholding the cultural values that have established Evans Falco as a trustworthy name in the Cornwall financial services sector.
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Industry Overview in Cornwall
The financial planning industry in Cornwall has been evolving, driven by increasing consumer demand for personalized and comprehensive financial services. Over the last decade, a growing number of households are seeking professio
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