Our services

​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. 

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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. 

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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. 

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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.

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Our fees

We aim to charge fair fees for the work we do for our clients. The fees we charge depend on a number of factors as shown below; these are examples and the exact fees payable will be disclosed to you before any work is done. 

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Investments/Pensions

For setting up a new investment or pension, or transferring an existing plan to another provider. we charge initial fees of between 1-2% depending on the amount and complexity of the work. Our ongoing fee for managing plans is between 0.5-1% per annum. 

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Mortgages

Our standard fee for arranging a mortgage is £300. We may also receive a fee from the lender, depending on the size of the mortgage being arranged. 

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Life Cover/Protection Plans

​We receive commission on these plans which will be disclosed to you before the application is submitted. 

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Find out more - email wealth@zenfinancial.net, call 01270 567709, or click on the chat box below .

You can also contact us via WhatsApp on 07968069652