Alan Cox / Zenith Asset Management

Independent Financial Adviser  Zenith House, Cannock, Staffordshire, WS11 1HG
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FCA authorised
Last authorised 29th June 2020
Chartered Financial Planner; Private, Corporate and Chartity Clients; Investments, Pensions and Retirement Specialist, IHT Wills & Personal Insurance Services
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
Alan Cox APFS, CII (MP&ER)
Chartered Financial Planner / Director
About us

Alan established Zenith Asset Management in 2007 because, there was clearly a need for advice centred around "Courtesy and Integrity".
We now have people from all sorts of professions and trades, including Premier League footballers, surgeons, solicitors, Chartered Accountants, GP's, politicians and entrepreneurs and many more.
Most of our new clients come from referrals from solicitors, football agents and other professional introducers as well as client referrals.

Our aim is to make our clients feel like the most important people in the world, because to us they are.

Our services

You may have pensions and/or investments/ISA's that have been sitting around for many years without a serious professional review. We can help you consolidate manage your assets, so that they work hard for you, designing and monitoring a diverse portfolio to match your risk/reward profile.
Many clients come to us because their IFA/bank do not get in touch when markets are going down; we believe that's when you need more contact and advice, not less.
We work with our clients, and treat every client as an individual.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Zenith House, 44 Hatherton Road, Cannock, Staffordshire, WS11 1HG

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