Zenim Asset Management

At Zenith Asset Management, we are committed to providing our clients with a truly unbiased and independent service. Established in 2007, our team of experienced financial advisers has a clear vision of adding value to your financial planning, whether you are starting your first job, retired, or somewhere in between. We believe that everyone deserves to have financial success, and we are dedicated to helping you achieve it.

Our Services

We offer a wide range of services designed to help you achieve your financial goals. Our team of experts can provide guidance on Pensions and Retirement Planning, ISAs, Savings and Investments, Life Insurances and Protection, Sustainable Investing, Advance Tax Planning, Income Portfolios, and Long Term Care. We understand that every individual has unique financial circumstances and objectives, and we take the time to understand your situation, goals, and aspirations before providing personalized advice.

What Makes Us Different

We are influenced by the book Seven Habits of Highly Effective People, which ties in with our service proposition. We believe in being proactive, beginning with the end in mind, putting first things first, thinking win-win, seeking first to understand before being understood, synergizing, and sharpening the saw. Our team is committed to continuous professional development, and we exceed the required 35 hours of CPD per year. We are transparent with our costs and services, and we are dedicated to providing exceptional customer service.

Meet Our Team

Our team is led by Alan Cox, a Chartered Financial Planner with over 30 years of experience in the financial services industry. Alan is passionate about providing unbiased and independent advice, and he is supported by a team of friendly and knowledgeable professionals. We are proud of our CANI approach (Constant and Never Ending Improvement), which ensures that we are always looking for ways to improve our service and provide the best possible outcomes for our clients.