Zenith Asset Management
  • Zenith House
    Hatherton Road
    Cannock
    WS11 1HG
Alan Cox of Zenith Asset Management is your local, Cannock based Chartered Financial Planner providing independent financial advice to suit individual clients.

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

  • Personal & Occupational (ie Final Salary)
  • Auto Enrolment & employer schemes
  • Divorce & Pension sharing orders
  • Final Salary Pension Advice

At Retirement Advice & Planning

  • All types of annuities
  • Income Drawdown
  • Tax Planning

Savings and Investments

  • NISA (New Individual Savings Accounts)
  • Unit Trusts/OEICS/Investment Trusts/Exchange Traded Funds(ETF)/Venture Capital Trusts (VCT) and Enterprise Investment Schemes (EIS)
  • Onshore/Offshore Investments

Personal Insurance

  • Mortgage Protection
  • Life Cover & Critical Illness
  • Income Protection & Private Medical Insurance

Long Term Care Planning

  • Insurance
  • Investments
  • Trusts

Inheritance Tax Planning

  • Estate Planning
  • Tax Planning
  • Trusts

Lifetime Planning

  • Setting targets, goals and aspirations, covering ALL of the above
  • How much should you be savings?
  • Plan design


7 Reasons to have at least one Financial Planning Review NOW and EVERY YEAR

  • Your circumstances will undoubtedly change over the years,
  • Your goals and aspirations will alter
  • legislation effecting tax and pensions is always changing
  • the ever moving world of economics (and politics) impacts global investment markets, therefore, creating risks and opportunities
  • It’s important to make use of the variety of tax allowances available
  • We feel our reviews are also educational, helping you to improve your understanding
  • Monitor and maintenance of your financial plan and investment portfolio.

 

3 Reasons that make Alan stand out from the crowd

  1. Alan is a CHARTERED FINANCIAL PLANNER, which the Personal Finance Society describe as “...the profession’s gold standard for financial planners. It confirms that every Chartered Financial Planner has completed a suite of professional qualifications equivalent to a batchelors’ degree”. Therefore, he has substantial technical knowledge and over 25 years of financial services experience to draw upon to provide you with full confidence and trust in Alans advice.
  2. Focus on an on-going service, this means Zenith Asset Managements philosophy is to meet with you 
  3. Happy clients, see our reviews; Alan says: “Our aim is to make our clients feel like they are the most important people in the world, because to use... they are.”

 

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

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