Office: 						01543 226 177 Email:								Enquiries@zenitham.co.uk 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




Review Your Investments

The chances are that you will have investments in the form of ISA’s and Investment Bonds, you may even have a With Profits Bond. All too often we see people with these and find that the investments within the plan are under performing, and quite often the risk is unsuitable.

It may also be possible to reduce the charges that you are paying, improve tax efficiency and for a new provider to provide enhanced on-line services so that you have access to your valuations and investment holdings at the touch of a button.

We have found that very few people have a diverse range of investments within their investment plan, as many feel that a mixture of shares is diversity.

We can review your investments to see if they tie in with your current and future requirements. To arrange a review, simply call 01543 226 177.

Balanced & Intelligent Investment

We feel that balance and efficient diversification is key to investing successfully, but above all you should know what you want from your investment.


Many investors fall into a variety of traps, as professional financial advisers we can help you navigate the investment maze. We help you decide what is important to you, whether it’s growth, income, tax efficiency, access to your capital and so on.


It might seems obvious, but we find too many people with investments that may have been a great choice at the time they bought them, but, forgive me for teaching you to suck eggs, markets do change, so should investment portfolios.


So it is vital to have an intelligent investment management and review process in place. We do all the hard work from investment portfolio design through to ongoing regular reviews, monitoring and assessment.




Tax Year End: Make use of your ISA allowance + we can help So your ISA's and Bonds are below par..... ask us to review them.... we can help get them working for you.


Quotes


“For time and the world do not stand still. Change is the law of life. And those who look only to the past or the present are certain to miss the future.”


John F. Kennedy


“Always do your best. What you plant now, you will harvest later.”


Og Mandino



Investment Style

We certainly do not believe that one size fits all.

We will help you decide which approach is appropriate for you:

- Passive versus active

- Strategic versus tactical

- Ethical factors

Risk versus Reward

There is risk in everything, yes, even investing in a deposit account brings risks:

We will help you assess the your risk and reward profile in order to provide you with an appropriate investment solution.