Bank / Wealth / TrustRIA · CRD 172677SEC-Registered

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Azure Wealth

Ravi Maniar established Azure Wealth in 2020, during the global pandemic, as an appointed representative of 2Plan Wealth Management Ltd. The firm operates from...

Azure Wealth logo

Azure Wealth

Ravi Maniar established Azure Wealth in 2020, during the global pandemic, as an appointed representative of 2Plan Wealth Management Ltd. The firm operates from North Harrow and is authorised by the Financial Conduct Authority under reference 967800. It provides independent financial advice to employed individuals, the self-employed, retirees, and small to medium enterprises. The firm structures client portfolios across fund-of-funds vehicles, natural resources, and generalist venture capital. Its service suite includes wealth planning, retirement planning, tax and estate planning, and investment management. Azure Wealth does not publicly disclose individual portfolio holdings or co-investment partners. Azure Wealth runs as a boutique practice led by its founder-director. Its registered office is at 20 Parkside Way, with no additional locations disclosed. The firm operates as an appointed representative rather than a directly authorised entity, relying on 2Plan Wealth Management for its regulatory umbrella. Azure Wealth differentiates by coupling its independent advisory charter with a stated emphasis on goal-oriented planning — examples cited on its website include helping a client purchase a supercar and enabling another to retire a decade early. Its regulatory status as an appointed representative defines its oversight architecture.

General information

Firm type

Bank / Wealth / Trust

Year founded

2020

AUM

Undisclosed

Location

Region

Europe

Country

United Kingdom

City

Saint Paul

Corporate office

20 Parkside Way, North Harrow, HA2 6DA, United Kingdom

Principals

Ravi Maniar

Company Director

Sector focus

Wealth Management & Financial PlanningNatural ResourcesVenture Capital

Frequently asked questions

Who makes investment decisions at Azure Wealth?

Ravi Maniar, the Company Director, leads investment decisions. He founded the firm in 2020 after more than 15 years in financial services. Azure Wealth operates as an appointed representative of 2Plan Wealth Management, and Maniar oversees client portfolios directly.

Does Azure Wealth manage assets directly or use external managers?

Azure Wealth deploys client capital through a mix of fund-of-funds, natural resources, and general venture allocations, indicating reliance on external managers. The firm's regulatory structure as an appointed representative does not involve direct discretionary fund management. Its website positions the service as holistic financial planning rather than proprietary fund management.

What client segments does Azure Wealth serve?

The firm works with employed individuals, the self-employed, retirees, and small to medium enterprises. Its marketing emphasizes personal goals such as early retirement, luxury purchases, and family security. There is no indication of an institutional or ultra-high-net-worth focus.

How is Azure Wealth regulated?

Azure Wealth is an appointed representative of 2Plan Wealth Management Ltd, which holds direct authorisation from the Financial Conduct Authority. Its FCA register reference is 967800. This means 2Plan carries the regulatory responsibility for Azure Wealth's advisory activities.

Does the firm disclose its assets under management?

No. Azure Wealth has not published an AUM figure on its website or in any public regulatory filing retrievable as of 2026. As a small appointed representative, it is not subject to the same disclosure requirements as larger directly authorised firms.

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