Zen Wealth Management - top quality investment advice
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.
When dealing with our clients, our aims are as follows;
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.
Our advisers 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.
They are trustworthy, show empathy and genuine interest in our client's aspirations. They show patience and understanding, and explain complex information in a clear and concise way to ensure client understanding.
They are always available and easily accessible.
They respond to phone calls and messages immediately; where this is not possible they aim to respond to emails and messages within 4 hours as a maximum. They 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 to invest funds; enduring that your money is safe, secure and provides the returns you require within your chosen risk parameters.
Find out more by contacting us -email firstname.lastname@example.org - or call 01270 567709.