Azalea Wealth Management Ltd

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.

20/03/2026

The Azalea Wealth Podcast Episode 2 is here 🎉🎙️

Both episodes are now live on Apple Podcasts with the link in the comments 👇

But before that, this months episode…

💷 Want to keep more of what you earn?

In our latest episode of the Azalea Wealth Podcast, we’re breaking down UK tax allowances in a way that actually makes sense—covering pensions, ISAs, and income tax.

Join directors Harrison and Andrew of Azalea Wealth Management as they share practical tips, real-life insights, and smart strategies to help you make the most of your money—now and in the future.

🎧 Whether you’re planning on investing or just want to be more tax-efficient, this episode is for you.

Listen now and take control of your financial future.

17/03/2026

Big news! Look what just landed in our office and who made it into the Spring edition of Tees Business ...

We’re incredibly proud to see Azalea Wealth Management featured in the latest issue of Tees Business. This is our first time appearing in the magazine, and it’s a big moment for the team.

We love being part of the vibrant Teesside business community, and this feature is a great opportunity to share our journey so far with our neighbours and clients across the region.

Whether you’re a long-term client or just getting to know us, we’d love for you to give it a read!

Check out the feature here in the digital edition on pages 70 and 71 ... (link in the comments)

18/02/2026

2024, 2025 and now 2026 🤝

Our Director, Harrison will again feature in this years VouchedFor 2026 guide to top rated advisers.

This guide is published annually off the back of independent client reviews with certain criteria needing to be met in this feedback to make the guide. The guide itself will be published throughout the year in The Times and The Telegraph.

You can check out Harrison’s VouchedFor page at:

https://www.vouchedfor.co.uk/financial-advisor-ifa/hartlepool/067376-harrison-smith

11/02/2026

Our clients say it better than we ever could.

We’re proud of the work we do, but even more proud of the trust our clients place in us.

We understand that progress isn't just about numbers on a spreadsheet - progress demands clarity, resilience and long-term thinking. Our role is to bring that same discipline to the financial strategy behind it.

30/01/2026

Welcome to the Azalea Wealth Podcast, Episode 1 is live now 🌺

Exclusively available using the link in the comments 👇

All mainstream platforms to follow from Monday.

Have a brilliant weekend and we can’t wait to hear your feedback! 🎙️

29/01/2026

The Azalea Wealth Podcast - Episode 1
Heading your way at 2pm tomorrow! 🌺

We can’t wait to share this project with you and hope you follow along as we build on these month on month with interesting, topical and useful financial planning content.

See you tomorrow at all your usual podcast listening spots and we can’t wait to hear your feedback 🫡

28/01/2026

A new year has to mean a new website feature right?

We are delighted to introduce our monthly newsletter, designed at delivering the key points from inside the business as well as topical insights outside Azalea too 📖

January at Azalea has largely been about new partnerships, new initiatives and ensuring we hit the ground running both as a business and for our clients.

We hope you enjoy this new feature! 🌺

If anything in these newsletters catches your eye, don't hesitate to reach out!

As we turn the page on the calendar, the team at Azalea Wealth Management is incredibly excited for what lies ahead. 2026 will mark our first full year since the company was founded, and we are ready to embrace it.

23/01/2026

The Azalea Wealth Podcast Episode 1 - What is Wealth Management?

Just a little teaser of what’s to come in the next couple of weeks on the Azalea Wealth Podcast 🌺