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.
Proud 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
Meet the Team
Awards Won
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Incisive Media’s Retirement Planner Magazine: Best Income Drawdown Service Award
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International Adviser Best Practice Awards 2018: Excellence in Investment Planning award
Finalist
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Money Age: Financial Adviser of the Year (small to medium-sized firm)
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2018 Investment Life & Pensions Moneyfacts Awards: Tax and Estate Planner of the Year
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2018 Investment Life & Pensions Moneyfacts Awards: Investment Adviser of the Year
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Personal Financial Society: Investment & Later Advice Specialist of the Year Award 2018
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Investment Week Tax Efficiency Awards: Best Use of a Tax Product in Financial Planning
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Retail Asset Management Awards 2019 best at retirement solutions
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Retail Asset Management Awards 2019: Winners Best at Retirement Solutions
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