Cornwall Financial Firm Joins Forces with National Wealth Group

Evans Falco acquired by Azets Wealth Management in South West expansion

Azets Wealth Management has agreed a deal to acquire Chartered Financial Planners Evans Falco LLP, strengthening its specialist expertise and expanding its presence across the South West.

Cornwall-based firm joins growing national network

Founded in 2010, Evans Falco is based in Redruth with a second office in Newquay. The firm is one of only a small number in Cornwall to hold Chartered status from the Chartered Insurance Institute. Over the past 15 years, it has built a reputation for technically rigorous financial advice guided by values of honesty, integrity, and client care.

Led by partners Treve Evans and Rosie Falco, both Chartered Financial Planners with deep roots in Cornwall, the firm provides financial planning, investment, and retirement advice. Evans Falco supports a wide range of clients, from high-net-worth individuals requiring complex tax planning to families seeking guidance on later-life decisions.

Continued service and new opportunities

As part of the deal, Evans Falco’s team will relocate to Azets’ regional offices in Plymouth and Truro, allowing closer collaboration with colleagues across the South West. Clients are expected to benefit from continued high-quality advice, along with access to broader services and expertise through the wider Azets network.

Rosie Falco, Partner at Evans Falco, said:
“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.”

Strengthening Azets’ national reach

The acquisition follows Azets Wealth Management’s recent purchases of Milne Craig in Glasgow and Laurus Associates in Newcastle, marking continued growth across the UK.

Mark Parkinson, CEO at Azets Wealth Management, said:
“Evans Falco has built a fantastic 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, and we’re delighted to have them on board. This is another important step in strengthening our regional presence and ensuring clients benefit from the very best advice and support.”

Contracts have been exchanged, and the deal is expected to complete by the end of November 2025.

📷Azets Wealth Management - L-R Rosie Falco, Mark Parkinson, Treve Evans