Business Details
19 Years
experience
Trusted Financial Advisers in Cannock
Established in 2007, Zenith Asset Management provides independent financial advisory services tailored to individuals at all life stages. Our team, led by Chartered Financial Planner Alan Cox, specialises in pensions, retirement planning, sustainable investing, and tax-efficient strategies. With over 15 years of industry experience, we combine technical expertise with clear communication to demystify financial planning. Our approach prioritises client needs, offering bespoke solutions that align with personal goals and risk profiles. We maintain regulatory compliance through FCA authorisation (FCA No: 710026) and adhere to rigorous professional standards.Client testimonials highlight our ability to transform complex financial scenarios into manageable strategies, evidenced by long-term relationships with clients including professional athletes and business leaders. Our commitment to continuous professional development ensures our advice remains current with evolving market conditions and legislative changes. By focusing on transparency and education, we empower clients to make informed decisions about their financial futures. Our track record demonstrates consistent value addition through portfolio management and strategic planning, as reflected in client success stories and industry recognition.
Services
Pensions and Retirement Planning
Sustainable Investing
Life Insurance Protection
Tax Planning Strategies
Portfolio Management
Long Term Care Planning
Details
- Year established: 2007
Highlights and features
- Chartered Financial Planner with 15+ years' experience
- FCA-regulated firm ensuring compliance with financial standards
- Personalised financial strategies tailored to individual circumstances
- Proven track record with professional athletes and business leaders
- Transparent communication simplifying complex financial concepts
Associations and certifications
- Financial Conduct Authority
- Chartered Financial Planner
What people say
Helpful, knowledgeable, understanding
Excellent service and communication
Professional and trustworthy
Transformed financial situation
Confidence in financial decisions
Services
Pensions and Retirement Planning
We specialise in comprehensive pension management and retirement planning strategies. Our service helps clients optimise their pension arrangements through tailored advice on contributions, consolidation, and withdrawal strategies. With expertise in auto-enrolment regulations and QROPS, we provide solutions that maximise retirement income while maintaining FCA compliance. Our approach considers individual circumstances, ensuring tax efficiency and long-term financial security.
Sustainable Investing
Our sustainable investment service offers three distinct approaches: screened solutions avoiding specific sectors, ESG leader portfolios, and positive impact investments aligned with UN Sustainable Development Goals. We demonstrate that ethical investing can achieve competitive returns while reducing environmental impact. Through detailed analysis of ESG ratings, we construct portfolios that balance financial objectives with social responsibility.
Tax Planning Strategies
We provide advanced tax planning solutions focusing on legitimate tax reduction strategies. Our expertise covers capital gains tax mitigation, inheritance tax planning, and pension tax relief optimisation. While acknowledging that some tax planning areas fall outside FCA regulation, we maintain transparency about regulatory boundaries while delivering practical solutions that enhance clients' financial positions through legitimate means.
Life Insurance Protection
Our life insurance service offers tailored protection solutions for individuals and families. We assess clients' specific needs to recommend appropriate coverage levels and policy types, ensuring financial security for dependants. The service includes regular policy reviews to maintain alignment with changing life circumstances and provides guidance on policy structures that maximise protection benefits.
People
Alan Cox
Chartered Financial Planner
With over 15 years' experience, Alan Cox is a Chartered Financial Planner specialising in pensions and investment management. His client-focused approach has earned recognition from professional athletes and business leaders. Alan combines technical expertise with clear communication to deliver tailored financial solutions, maintaining FCA-regulated standards through continuous professional development.
Questions
What financial services do you specialise in?
We specialise in pensions and retirement planning, sustainable investing, tax planning strategies, life insurance protection, and portfolio management. Our expertise includes working with professional athletes and business owners.
Are you regulated by financial authorities?
Yes, Zenith Asset Managementent is regulated by the Financial Conduct Authority (FCA No: 710026). Some services like auto-enrolment and QROPS fall outside FCA regulation.
How do you approach sustainable investing?
We offer three approaches: screened solutions avoiding specific sectors, ESG leader portfolios, and positive impact investments aligned with UN Sustainable Development Goals while maintaining competitive returns.
What areas do you serve?
We primarily serve clients in Cannock, Staffordshire, and the wider West Midlands region, with experience working with international clients through regulated financial solutions.
How are client portfolios managed?
Portfolios are managed through regular reviews, market analysis, and tailored investment strategies that consider individual risk profiles and financial goals, with ongoing regulated advice and updates.
