Zen Wealth LLP
124 Sloane Street,, London
020 3319 8005
I have worked in Financial Services since 1972 and achieved Money Management Financial Planner of the Year 1997/1998. I offer comprehensive financial planning, investment planning and tax planning advice to Private Clients.
I advise on all aspects of Long Term Care Fee Planning, Pensions and Divorce and I am a Pension
• Chartered Financial Planner.
• Certified Financial Planner (CFP)
• Fellow of the Chartered Institute for Securities & Investment (Chartered FCSI)
• Fellow of the Personal Finance Society (FPFS)
• B.A. (Hons) Financial Services: First Class Honours Degree, Napier University, Edinburgh
• STEP Affiliate
• CF8 & ER1
• SOLLA Accredited Later Life Adviser