Wealth Management

Your complete service

Every client is different, they are all at various stages of their lives, but, whatever age they are, they all value the trusted and independent advice which we offer, helping them to achieve their financial goals.


Our service is designed around giving you the information to gain a realistic picture of your finances today, and how those finances will interact with you in the future.


Whether your goal is to invest towards a specific target, save for your retirement, or help your children and grandchildren, we are here to make your options clear and understandable.


We are totally independent, and we provide advice that is impartial and unbiased, this leaves us free to concentrate on your financial objectives. 

"Whether you are an existing client or a potential client, it is our job to deliver exceptional advice, which focuses on you and your goals."

Patrick Murphy, Managing Partner 

We believe that financial planning should be easy to understand, it should be well researched, well designed and simple to implement.  


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. 

We offer a free initial discovery meeting
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Zen Wealth LLP is an Appointed Representative of Fidelius Ltd. Fidelius Ltd is authorised and regulated by the Financial Conduct Authority.  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.

Wessex House

Upper Market Street


SO50 9FD

Email: info@zen-wealth.com
Tel:  023 80 983 722

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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