A Chartered Financial Planner, providing unbiased Independent Financial Advice (IFA).
At Zenith Asset Management we provide a truly professional lifetime financial planning and Wealth Management service, helping you attain ongoing financial success, which in turn provides you with the money to achieve your goals. We achieve this by being a highly qualified Chartered Financial Planner and providing Independent Financial Advice (IFA) through our unbiased approach.
Our private clients come from many professions including professional sports personalities, solicitors, accountants, surgeons, GP's, entrepreneurs, politicians, teachers and many more.
Our aim is to make our clients feel like they are the most important people in the world, because to us.....they are. We do this by exceeding our clients expectations and going the extra mile.
What is the most important thing about money to you?
We take immense pride in helping our clients achieve their financial goals; having enough money to buy a dream car without a loan, retiring early, a world cruise or a family holiday in Disney World, Florida, or capital for a deposit on a new home.
Most of our new clients are introduced to us by referrals from our clients and professionals such as Accountants and solicitors. We also receive introductions from other Independent Financial Advisers due to our specialist qualifications in certain areas of financial planning.
If you'd like a long term relationship with a Chartered Financial Planner providing Independent Financial Advice (IFA) with a professional and unbiased approach, the call Alan Cox, APFS, Chartered Financial Planner on 05603 267 177 or email alancox@zenitham.co.uk
Chartered Financial Planner
As with other chartered professions, a Chartered Financial Planner is at the pinnacle, or Zenith, of the financial planning and advice profession.
The Chartered Financial Planner designation is only gained by experience and advanced professional examinations through the Chartered Insurance Institute (CII), and is equivalent to an Honors Degree.
Surprisingly, less than 1% of financial advisers have attained the "Chartered Financial Planner" designation and worryingly, the only regulatory requirement is to hold financial planning certificates (‘O’ level standard).
As money is important to you, avoid the risk of receiving narrow advice and utilise the services of Chartered Financial Planner.
Lifetime Planning
There's a good chance that you have a business plan mapped out for the next 5 years.
A personal lifetime plan is an essential tool in aiding your financial success. Our analysis will highlight times where you may have financial difficulties and we will provide solutions to ensure problems are avoided.
The saying that knowledge is power, but we add three other important words:
- Vision
- Focus
- Action
An essential plan to financial success.
Alan Cox
APFS, AffSWW
Contact us for further assistance, we'll be glad to help:
Telephone (UK Landline rates apply):
05603 267 177
E.mail:
alancox@zenitham.co.uk
Address:
Acorn House
151 Sweetbriar Way
Cannock
WS12 2UL
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