Financial Planning doesn't have to be complicated

"You receive very special treatment as a client of Zen Wealth.  They treat you as an individual and see you in the round, taking care to ensure their advice fits your real needs and ambitions.  Lots of financial advisers say they do this. Patrick Murphy and his team truly deliver on the promise"

Taylor D, Television Producer and Author

Financial Planning is very personal, our goals and aspirations will differ, change and evolve over time. This video introduces the Financial Planning Service and highlights how we work with you to create a unique personal plan.

The

Pre-Retirement

Knowing where you are today is just the first step in making a Financial Plan. However, it is not knowing where you are, but understanding where you are going and how to get there, that is the real key.

 

Having the right financial plan in place, is a key element to ensuring that our on-going advice will help you get to where you want to be.

Post-Retirement

We use powerful cash flow planning software to help us understand how your finances will interact with the important stages of your life.  We use the software to help us link your finances to your goals and create a truly personal plan for you.

 

Take a look at the videos and see how cash flow planning can really help you to focus on whats important. 

About

Zen Wealth LLP is an appointed representative of Chartered Financial Management (UK) Ltd which is authorised and regulated by the Financial Conduct Authority (FCA) No. 457900.  The Financial Ombudsman Service (FOS) is available to sort out individual complaints that financial services businesses and their clients are unable to resolve. To contact FOS please visit us at www.financial-ombudsman.org.uk 

 

You can check the Financial Services Register here.

 

A copy of our privacy statement can be read here.

Contact Us

124 Sloane Street,

London,

SW1X 9BW

Email: info@zen-wealth.com
Tel:  020 3319 8005

Click Here to Contact Us

Registered in the UK, our registered address is Alexander House, James Street West, Bath, BA1 2BT, Number OC376383

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