Reviews and Ratings for Financial adviser James Hawksworth, Birmingham

Protection

There are events we can all face that have the potential to wreck lives and families. It’s a difficult issue to think about, but...

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Retirement Planning

When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

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Estate Planning

This tax is often avoidable, however people are losing tens and hundreds of thousands as a result of not being aware of the...

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Welcome to Zenith Financial Planning

Zenith Financial Planning Limited provides bespoke financial planning to individuals and businesses throughout the United Kingdom.  
 
We have extensive experience covering all aspects of financial planning for individuals and families, from putting strong foundations in place with protection for you and your family to helping you establish the gap between your current retirement planning and your aspirations for your post-work life.  We also help ensure your investments are on track to meet your goals.  Once a client, we work closely with you to conduct regular reviews of strategy and performance to make sure you remain on track, and adjustments are made as your circumstances and needs change.
 
Business clients benefit from The Firm’s expertise in putting in place employee benefits packages that help them stand out as employers, amid increasing competition for talent.  We also help our clients protect their shareholdings through business protection policies.  
 
Complete our short enquiry form (click here) and we will get in touch with you. Alternatively, call us today on 07983 688 314.

Other Areas Of Expertise

    • Savings & Investments

      Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest a...

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    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, ...

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    • Business Protection

      Every business needs to protect itself. For most businesses the most valuable asset it has is its people. Without them, a company’s survival could be at serious risk. With that in mind we can help you take the right steps t...

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