Proud to be Chartered
Zen Wealth was set up in 2012, to offer a Financial Planning business, with morals and ethics and one that puts you (the person), not your money, at the focus of all its activities.
Making the most of your money could give you the freedom and flexibility to provide the lifestyle you dream about. However, the chances are you don’t have the time to commit to detailed planning and research, or the expertise necessary to make the most of your financial position and achieve your goals. That is where we come in.
We can provide you with a team of experts who can offer reassurance and a comprehensive financial plan (based on your aspirations) together with the right investment and tax strategies to ensure you achieve your goals in life.
What it means to be Chartered
"The Service is truly personal. I feel that they genuinely want to understand our circumstances, hopes and fears, and all the aspects of our lives that touch on these as the basis for developing an optimum plan. Their advice is objective, sound and well thought through, motivated by what is right for us. Rather than a desire to impress, churn holdings or generate additional fee income. I would happily recommend them"
Keith H, Retired CEO of a print inspection company
We are a Chartered Financial Planning firm and our priority is to help our clients create and enjoy a lifetime of financial freedom and security.
Zen Wealth is a new kind of Wealth Management Company.
Zen is a way of being. It is also a state of mind. Zen is about dropping illusion and seeing things without distortion created by your own thoughts. Relationships, time, money, health, happiness, wholeness.
The title Chartered Financial Planners is a testament that the advice we give is: -
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of the highest quality
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based solely on the researched needs of the client
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provided by someone not exceeding their level of competency
Meet the team
