Zen Financial Services

Independent Financial Adviser  47 Broadleigh Way, Shavington and gresty, Cheshire, CW2 6TT
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FCA authorised
Last authorised 3rd August 2020
Unbiased and friendly service. Shortlisted for Adviser of the Year by Unbiased
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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Self-employed mortgages
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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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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Small business
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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 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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Sharia finance
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Long term care
Meet our advisers
Mike Pendergast Dip FPS
Independent Financial Adviser
About us

Finances can get complex - and that's where we can help. We can decipher the jargon, but still explain things in a way you understand.

Our advisers hold the Advanced Financial Planning Certificate (Dip.PFS) as well as specialist qualifications in Investment Advice, Equity Release, Pensions and Mortgages and receive ongoing training to ensure they are up to date with all the latest knowledge.

We also offer a full tax and accountancy service.

Mike Pendergast, firm principal, has 31 years experience in financial services.

Our services

Easy to understand advice, regular email updates, excellent communication, advisers available remotely.

We have won awards for our service, charging structure and performance.

Advice is available face to face in your home or via internet/email/telephone if preferred. Free initial reviews always available.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Zen Financial Limited is an appointed representative of Keystone Financial Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England. Registered address: 47 Broadleigh Way, Crewe, CW2 6TT. Registered Number: <phone number hidden>.

47 Broadleigh Way, Wistaston, Crewe, Cheshire, CW2 6TT

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