Awards Won


  • Incisive Media’s Retirement Planner Magazine: Best Income Drawdown Service Award

  • International Adviser Best Practice Awards 2018: Excellence in Investment Planning award




  • Money Age: Financial Adviser of the Year (small to medium-sized firm)

  • 2018 Investment Life & Pensions Moneyfacts Awards: Tax and Estate Planner of the Year

  • 2018 Investment Life & Pensions Moneyfacts Awards: Investment Adviser of the Year

  • Personal Financial Society: Investment & Later Advice Specialist of the Year Award 2018

  • Investment Week Tax Efficiency Awards: Best Use of a Tax Product in Financial Planning

  • Retail Asset Management Awards 2019 best at retirement solutions

  • Retail Asset Management Awards 2019: Winners Best at Retirement Solutions 

Contact Us

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

© Created by Zen Wealth LLP All Rights Reserved