Zenith Independent Wealth Management Limited

Independent Financial Adviser Croft Myl, West Parade, Halifax, West Parade, HX1 2EQ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
The service offered by Zenith Independent Wealth Management is all about achieving your financial goals – whatever they may be.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Life insurance
    • Payment protection insurance
Meet our advisers
Richard Durgan
Director / Independent Financial Adviser
Karl Bonworth
Independent Financial Adviser
Where to find us

Croft Myl, West Parade, Halifax, West Parade, HX1 2EQ

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Zenith Independent Wealth Management Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Zenith Independent Wealth Management Limited is entered on the Financial Services register (www.fca.org.uk/register) under reference number 518734. Registered office: Zenith Independent Wealth Management Limited. Registered in England and Wales No: 7143330.

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