Azets Wealth Management has completed the acquisition of Evans Falco, a Chartered financial planning firm based in Cornwall, for an undisclosed amount.

Founded in 2010 and operating from offices in Redruth and Newquay, Evans Falco is among the few firms in Cornwall to hold Chartered status with the Chartered Insurance Institute. Its team focuses on long-term financial planning, investment, and retirement advice, earning a strong reputation for technical expertise and personal service.

Under the terms of the deal, Evans Falco’s team—including partners and Chartered planners Treve Evans and Rosie Falco—will join Azets’ regional hubs in Plymouth and Truro. Azets said the move will enhance its local service offering while maintaining the culture and values that have made Evans Falco a trusted name in the region.

Rosie Falco commented:

“Joining Azets Wealth Management gives us the chance to grow while continuing to deliver the high-quality, personal advice our clients expect. 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.”

Azets’ CEO Mark Parkinson added:

“Evans Falco has built a strong 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. This is another important step in strengthening our regional presence and ensuring clients benefit from the very best advice and support.”

The acquisition forms part of Azets’ ongoing UK expansion strategy, with completion expected by the end of November 2025.