Office: 						01543 226 177 Email: Mobile: 					07963 642 766 (Alan)
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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

Please note,

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

Chartered Financial Planner providing
Independent Financial Advice

Wealth Management

Established in 2007, Zenith Asset Management has a clear vision of providing clients with a renewed confidence that a professional independent financial adviser can add value to their financial planning. We want you to have Financial Success.

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.

Financial Planning

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 - Camera - Action. Well we use:

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.

© Zenith Asset Management 2015
In the lead up to the end of the tax year in April, you may wish to make the most of your personal ISA allowance. Contact us today for advice. Check out our testimonials; solicitors, accountants and footballers Ask us to review your pensions and ISA's Don't know where to look for advice.... talk to a Chartered Financial Planner, contact us.

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-find to advice meeting and completion. I’m sure you are aware that you cannot be involved with the advice process, although we’ll be happy for you to attend meetings should the client desire.

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