The deal will bolster Azets Wealth Management’s team and specialist expertise, while expanding its presence in the South West.
Established in 2010, Evans Falco is a Chartered Financial Planner firm based in Redruth, with an additional office in Newquay.
The firm is known for offering technically rigorous advice grounded in values of honesty, integrity, and client care.
The team, led by partners Treve Evans and Rosie Falco, specialise in assisting individuals and families with sensible and tax-efficient future planning.
They have a strong reputation for their client-first ethos and range of solutions.
Evans Falco’s client base spans high-net-worth individuals and those seeking guidance on later-life planning and other specialist needs.
The firm has grown steadily over the past 15 years, combining strong technical knowledge with a highly personal approach.
The Evans Falco team will relocate to Azets’ regional offices in Plymouth and Truro, ensuring a stronger local presence and closer collaboration with colleagues across the South West.
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.”
As part of Azets Wealth Management, Evans Falco’s clients can expect a continuation of the same quality of advice, reliability and support, as well as wider access to new services and specialisms.
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.