We take a down-to-earth
approach…
Is there anything more you’d want from your financial advisor?
How about someone who listens to your dreams, goals and aspirations and works with you to make them a reality? Someone who makes sure your money is working hard for you, and understands how decisions you make today affect your financial future!
At Zenith Wealth Management we are all this and more. We take a fairly down-to-earth approach to what can be quite a daunting subject. In considering how to invest your money, for income now, in retirement or to pass on after your death, you have some important decisions to make. It is our job to help you make the right decisions, and in order to do that we will…
Take time to get to know you
We want to understand your goals, what you want from
your money, and over what timescale and your attitude
to finance and risk.
Assess your current situation
What investments, plans, and policies do you have in
place? Are these the best places for your money given
your individual goals?
Devise a bespoke investment program
This may mean moving money you have already
invested to something more suitable, or it may mean new
investment. Or maybe both.
Manage your portfolio Our discretionary fund manager review and make changes to our clients’ portfolios to balance their investments and maximise return.
Hold regular review meetings
with you
In life, stuff happens, and this can mean that your
financial outlook or your goals for the future may
change. We will invite you to a regular face-to-face
meeting to review your position and your investments
to ensure everything is on-track to meet your existing
or revised ambitions.
Regular investment performance
reports
We provide a detailed quarterly report to all clients so
you always have up-to-date information on the status
of your investments.
