Zenith Wealth Management - Halifax

Zenith Wealth Management is a financial advisory firm located at Address: 354 Skircoat Green Rd, Halifax HX3 0RP, United Kingdom. The company can be reached at Phone: 1422652122. For those who prefer digital communication, the website is Website: zenith-wealth.co.uk.

Zenith Wealth Management specializes in providing financial advice to its clients. Their team of professionals works closely with individuals, families, and businesses to help them make informed decisions about their financial future. Their areas of expertise include investment planning, retirement planning, tax planning, estate planning, and risk management.

The company's location is easily accessible, with a wheelchair accessible entrance and wheelchair accessible parking lot, making it convenient for all clients to visit.

Zenith Wealth Management has received positive feedback from its clients, with average opinion: 5/5 based on 2 reviews on Google My Business. This is a testament to the high-quality service they provide and the level of trust they have built with their clients.

When researching financial advisors, it's essential to consider several factors. First, it's crucial to find an advisor who specializes in the areas that are most important to you. Zenith Wealth Management has a team of experts who can provide advice on a wide range of financial topics.

Second, it's important to find an advisor who is located conveniently. With a physical location in Halifax, Zenith Wealth Management is easily accessible to clients in the surrounding area.

Third, it's essential to find an advisor who has a strong reputation for providing high-quality service. With an average opinion of 5/5, Zenith Wealth Management has demonstrated its commitment to its clients' financial success.

Reviews of Zenith Wealth Management

Frances Lawrence

5/5

I recently worked with Richard Durgan from Zenith Wealth, to get my very first personal pension setup as a self-employed consultant, and I had a superb experience.
What stood out most for me was that Richard did not create any obstacles to accessing his services, even though I didn’t have substantial funds at the time. He explained complex concepts in a clear and comprehensible manner, merging sound financial advice with my own income, financial objectives, and business structure.
Thanks to Richard's guidance, I now have a superb start to my pension planning journey, pretty early on in my career, which I know will not only create future wealth, but future stability also.
I highly recommend Richard to anyone seeking a knowledgeable, professional, and personable financial advisor.

Jason Parker

5/5

Fantastic people to help you with all aspects of Money Management. They even send you birthday cards, I am well happy and continue to use them.