Zenia Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management, specialising in providing bespoke face-to-face wealth management advice to individuals, business & trustees. Our professional and approachable team will offer a tailored service to help you achieve your financial goals.
Our focus is on you, your goals and aspirations. Through a carefully structured process, we will help you identify what's important to you and the things you want to achieve throughout your lifetime.
Step one – Help you define your financial goals and aspirations and then conduct a thorough review of your current financial position.
Step two – Develop a working plan with you, by discussing possible solutions to meet those goals and aspirations.
Step three – Once agreed, action is taken and then the strategy is regularly reviewed to allow for any changing circumstances.
It is this focused approach that enables you to clearly understand how you aim to get from where you are now to the position you want to be in the future with the added peace of mind that you know someone is there to guide you and advise you whenever you need answers.
Zenia Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved xx/xx/xxxx
Company Details
- Employees
- 6
- Founded
- -
- Address
- Independence House, Holly Bank Road,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.zeniawealth.co.uk/
- Keywords
- Retirement Planning, Investment Planning, Corporate Services, Inheritance Tax & Estate Planning, Chartered Financial Planner, Wealth Management, Wealth Protection, Financial Life Planning, Business Investment Planning & Protection.
- HQ
- Huddersfield, West Yorkshire
Zenia Wealth Management Questions
Zenia Wealth Management's website is https://www.zeniawealth.co.uk/
Zenia Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/zeniawealth
Zenia Wealth Management has
6 employees.
View email and phone details for 6
employees at Zenia Wealth Management.
Zenia Wealth Management's industry is
Financial Services
Zenia Wealth Management's top competitors are
Holme Mortgages,
Workplace Advice Group,
Zinnia,
Nwdi,
Marsh Design Ltd,
Clockwise Events Limited,
Coels & Co. Private Wealth Management,
Zurita Insurance & Financial Services,
Huddersfield Giants Community Trust,
Batley Grammar School.
Zenia Wealth Management's categories are Financial Services
Zenia Wealth Management's founding year is 2017
