Zenith Independent Wealth Management Limited

Independent Financial Adviser  354 Skircoat Green Road, Halifax, HX3 0RP
First meeting at adviser's own cost
The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
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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Wealth management
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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Accident & sickness
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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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Payment protection insurance
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021
Meet our advisers
MR Karl Bonworth
Independent Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Richard Durgan
Director / Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

We don’t just offer pensions and investments, life assurance, savings and other financial products, we make your money work for you. If you want a lump sum or a regular income, at retirement or before, we will offer you a plan to help you achieve your goal. Ours is a pragmatic approach to wealth management with your goals and aspirations at the forefront of everything we do.

Where to find us
Head office address: 354 Skircoat Green Road, Halifax, HX3 0RP
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 18th October 2021

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