Zenith Asset Management Limited is regulated by the Financial Conduct Authority. FCA No: 710026
Registered in England & Wales Company number: 06633827. Registered Address: Zenith House, 44 Hatherton Road, Cannock, Staffordshire, WS11 1HG
Decisions should not be taken based solely on the content of the website and individual advice should be sought first.
Regulations, levels and bases of taxation are subject to change.
The content is aimed at UK residents or residents of MiFID countries (if applicable)
Not all IHT planning is regulated by the FCA
Auto Enrolment, QROPS and SSAS are not regulated by the FCA
Below you can see a chart highlighting some of our wealth management services and referral services.
What Makes Us Different?
The Personal Finance Society (PFS) describe the Chartered Financial Planner as the Gold Standard of financial advice which is equivalent to a BSc / Honours Degree. The standard/basic required qualification is now diploma level; Alan attained the Chartered Financial Planner designation in 2007.
We pride ourselves with our commitment to provide outstanding ongoing service with regular portfolio reviews and investment portfolio management.
As a Pension Transfer specialist several IFA’s refer their clients to Alan in order to provide advice in this very technical area.
The simplest of plans can be effective. By using our services we will help you create a successful financial plan through; You’ve probably heard the term Lights -
Vision: Simply visualise WHAT is financial success, for example what does financial success look like to you in retirement?
Focus: We will focus on HOW you can achieve your success
Action: it’s then down to you to fund your future.
We’ll be working together to ensure you are heading in the right direction
Trusts & Will Writing are not regulated by the Financial Conduct Authority.
Are you a retired IFA or are you a financial adviser who has made a business decision to specialise in personal insurance?
You may be looking to ensure your investment and pension clients are looked after in a way that upholds your good reputation.
I would welcome the opportunity to meet with you and discuss your requirements and concerns, with a view of taking over from the good work that you have already done.
I’m certain that you would rather your clients be looked after by a Chartered Financial Planner than their bank.
We offer attractive introduction benefits and of course, we will do all of the work from fact-
Call me, Alan Cox, on 07963 642 766.
Has your financial adviser RETIRED?
Has your BANK stopped providing you with financial advice?
We have many clients whose financial advisers have retired and we’ll welcome the opportunity to talk with you. We offer a free initial consultation, so you have nothing to lose and everything to gain.
We’ll be happy to visit you at home or at work.
Important changes to ISA’s
Recent legislation has given an opportunity to invest in assets that will be exempt from Inheritance Tax after 2 years.
Normally, it takes 7 years to move money out of an estate following a gift or a trust.
The new ISA rules mean you are in full control of the money as no gift is made, and the ISA remains in your name, so you can have your money whenever you want it; it’s not gifted and it’s not in trust… IT’S YOURS.
Contact us to discuss how you can transfer existing ISA’s and make new ISA contributions to take advantage of this change.
Who are our clients?
Our private clients include surgeons, GP’s, solicitors, business owners, finance directors and professional footballers just to name a few, whilst our corporate clients include Charities, a League One Football Club and SME’s.
Take a look at our client testimonials so that you can see what they think of us. You can also visit “The Best of Cannock” website for more of our testimonial.
Zenith Asset Management is built on client and professional referrals, which tells us that we are providing an excellent service that sets us apart from other financial advisers. However, we are constantly looking to improve and develop.
Contact us for a free initial consultation:
Telephone: 01543 226 177
Alan Cox, APFS, CII(MP & ER)
Chartered Financial Planner