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
Some words to describe Alan:
Family, home, clients, live life, values, integrity, courtesy, perseverance, self control, unbreakable spirit, London Olympics, fun, Favourite Music; Beatles, Muse, Aha, Seal, U2, Frankie Goes To Hollywood, Big Country, The Script, Katzenjammer, The September When, football; FA qualified coach, U13 Penkridge Juniors manager, Liverpool, England, Oldham Athletic, Doncaster Rovers, Play; Subbuteo, racquet sports, War Games, train set, Holidays; Cornwall, Disney World Florida, Canada, New Zealand, Norwegian Fjords, Days out; London Olympics, London Museums, Shopping with Julia (?!?!),Top 3 Films; The Life of Brian, Avatar, Where Eagles Dare, Authors; Clive Cussler, Arthur C Clarke, Dan Brown, comedy; Lee Evans, John Bishop, far too many films and TV shows to mention.
Our aim is to make our clients feel like they are the most important people in the world, because to us…. they are.
About Zenith Asset Management
Zenith Asset Management was born in May 2007, after Alan (the founder) became disillusioned with the typical IFA’s he had met who were driven by sales and commission; this included one managing director of an IFA firm who said “I can’t be bothered with doing qualifications I’m too busy earning lots of money”.
He says “In 2007, good quality IFA’s were rare, I’d met two IFA’s who inspired me to create my initial business model. Since then, it’s been tweaked as technology and innovation has moved on, but principally the aim of providing service, not sales, has been retained and forms the foundation of our business”.
Alan advocates the FSA’s ban on commission and the increase in minimum qualifications stating “This is good for consumer confidence in financial advice and brings the advice “industry” a step closer to being recognised as a ‘Profession’. I only hope that other IFA’s continue with their professional qualifications.
In June 2013, Zenith Asset Management turned Limited.
About Alan Cox, Chartered Financial Planner, APFS, Cert CII(MP & ER)
Alan, Managing Director, has been a working in financial services for over 25 years, he is highly qualified and is passionate about ensuring people have access to excellent financial advice.
Alan was a voluntary Treasurer and member of the board of Trustees at Age Concern (Stafford & District). Presently, his volunteering work is as a junior football team manager and coach of Penkridge Juniors Under 13’s. The values he instils in the young lads are: Courtesy, Integrity, Perseverance, Self Control and an Unbreakable Spirit, because, as he puts it “I live by these values, because they help in every facet of my life, including building a growing business and personal relationships.”
Alans dream of playing football for Liverpool and England ended with a broken finger at the age of 44 in 2011, so he took up grass roots football coaching and management instead.
Another dream was to have a number one hit single. Click here to see a You Tube video of his “hit” single “Heaven Here Is Waiting” written in 1995 for his wife Julia. Alan feels it’s important to have a sense of humour and to aim for the stars because by aiming high you might hit the moon!!! You can find the video on YouTube, search for “HeavenHereIsWaiting” (all one word)
“Integrity is doing the right thing
Even when no one is watching”