Welcome to Zen Financial...Independent Financial Advisors (IFAs) and Wealth Managers
Zen Financial was set up in 2005 with the aim of providing truly unbiased financial advice to individuals and small businesses. We're here to help you get the most from your money - whether it's pensions, mortgages, life cover, investments or anything else financial.
Here at Zen we offer a wide range of services relating to financial matters. Our Wealth Management division provides excellent investment management services to clients looking to invest funds for income, growth or retirement planning. We also offer protection advice, tax and accountancy services, and independent, impartial mortgage advice to our clients.
Our aims when providing you with advice are;
We aim to exceed expectations, over-delivering on service to ensure our clients are constantly and consistently delighted with the way we manage their investments and respond to their queries.
We are experienced, high quality professionals with vast experience in the wealth management industry, able to provide bespoke solutions for a wide range of client requirements.
We are trustworthy, show empathy and genuine interest in our client's aspirations. We show patience and understanding, and explain complex information in a clear and concise way to ensure client understanding.
We are easily accessible. We aim to respond to phone calls and messages immediately; where this is not possible we respond within 4 hours as a maximum. We are reliable, prompt and friendly.
We have a distinctive approach to asset management. We use external fund managers to ensure no conflicts of interest; discretionary managers who are experts in their fields. This ensures our investment proposition is as good as it can be.
By adhering to these tenets, we aim to offer the best possible advice when you are looking for financial advice; ensuring that your money is safe, secure and provides the returns you require within your chosen risk parameters.
Find out more - email email@example.com, call 01270 567709, or click on the chat box below .
You can also contact us via WhatsApp on 07968069652