Alan Cox, Chartered Financial Planner, established Zenith Asset Management with a clear vision of providing clients with a renewed confidence that a professional financial adviser can add value to their financial planning.
Pensions & Pension Transfer Advice
At Retirement Advice & Planning
Savings and Investments
Long Term Care Planning
Inheritance Tax Planning
7 Reasons to have at least one Financial Planning Review NOW and EVERY YEAR
3 Reasons that make Alan stand out from the crowd
Zenith Asset Management continues to grow through client referals and referals from professionals such as accountants and solicitors who trust Zenith Asset Management to look after their friends and clients.
Alan understands the importance of a high level of knowledge to demonstrate his professionalism. This is backed up by more than 25 years financial services experience, having worked for a major high street bank, for one of the largest mutual life companies (no longer mutual) as a Senior Wealth Management Consultant, and then for a couple of smaller IFA's gaining the knowledge required to run a successful IFA business.
In 2007, Alan attained Chartered Financial Planner status, the pinnacle (or zenith) of the financial advice profession. The Financial Services Authority are clearly endeavouring to distinguish between "professional" advisers and the salesmen. By being Chartered, Alan, is already ahead of the game, however, he is not about to put his feet up and rest. Virtually every day there is a new product or a new investment fund available.
Technology improves, economies, tax laws and global markets change minute by minute. As such Alan is determined to keep up-to-date with these changes and apply this knowledge to his advice and recommendations. In-fact several Independent Financial Advisers (IFA's) have referred their clients to us with regards to certain technical aspects of financial planning, as they do not hold the relevant qualification to be in a position to advise their client.
At Zenith Asset Management we provide a truly professional lifetime financial planning and Wealth Management service, helping you attain ongoing financial success, which in turn provides you with the money to achieve your goals.
Our aim is to make our clients feel like they are the most important people in the world, because to us.....they are.
We do this by exceeding our clients expectations and going the extra mile.
Contact Alan Cox of Zenith Asset Management on Cannock (01543) 226177 or mobile 07963 642 766 for independent financial advice
Zenith Asset Management Limited is an appointed representative of Financial Ltd (http://www.financial.ltd.uk/), which is authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration number: 477075
Financial advice, Independent Financial Adviser (IFA) - Cannock
I found Alan to be both professional and friendly. He is extremely helpful and informative, taking his time to explain various options and allowing time to make my decision. Alan provides an excellent...
Alan is very professional, punctual, friendly and highly qualified. He gives good advice without being pushy, and gives you plenty of time to make your own decisions. He's never in a hurry and will spend...
I hold Zenith in the highest regard due to both personal and professional excellent standards which I have always experienced in my dealings with the company.
Excellent service, professional and courteous at all times, but also friendly and informative. Alan gave advice that met our needs perfectly. Would (and will) highly recommend him to friends and colleagues....
Was very helpful and professional in assisting with our pension auto enrollment requirements.