Zen Wealth LLP
Telephone: 020 3753 4638
Mobile: 07714 981 881
Address: 27 Westcoombe Avenue, Wimbledon, Greater London SW20 0RQ
Type of member: Financial Adviser
Member since: April 2017
Hi, I am a Partner at Zen Wealth and I have been involved in the Financial Services profession since 1972. I established Zen Wealth in 2012, as I wanted to create a new type of Financial Planning business, with morals and ethics and one that puts you, not your money, at the focus of all its activities.
As a result I now also work with other professional advisers in providing a "holistic" approach for my clients.
By combining these professional disciplines, our activities can be harmonised to construct a comprehensive financial, investment and tax strategy for the client. My Professional qualifications include; BA (Hons) Financial Services, Certified Financial Planner, Chartered Financial Planner, Fellow of Institute of Financial Planning (FIFP), Fellow of Personal Finance Society (FPFS), STEP affiliate.
I am married, with 1 daughter and 2 stepsons and enjoy travel, music, wine and watching sport. I also play golf (handicap 20) and am a Master Practitioner of Neuro Linguistic Programming.
I was born in 1954 and hold a 1st Class Honours Degree in Financial Services from Napier University, Edinburgh.