Zen and the art of Financial Planning

 

Our Approach

Our Wealth Management Formula
WM = IC + AP + RM
WM = Wealth Management

We believe that everybody should have a plan to aid them through their decision-making process. We work with you to create a plan.  We achieve this through understanding, where you want to go and what gaps must be filled in order to achieve financial freedom for you and your family.

 

We act as your chief financial officer, someone who helps guide you through the challenges you will face and work with you to design solutions to meet your needs. 

 

How we help

I am approaching retirement, but can I afford to retire? 

 

Meet the people

WHAT PEOPLE SAY

— Chris B, Retired Engineer

"The reason we use Zen Wealth is because we value the personal care we receive and the knowledge that our financial affairs are being dealt with integrity and close attention to detail.  We really appreciate the easy communication and good advice we receieve".

 
About
Contact Us

Registered in the UK, our registered address is 124 Sloane Street, London, SW1X 9BW, Number OC376383

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