Slide Getting to know you is the start
of being able to advise you
on your bespoke solution.
Richard Durgan
DIRECTOR
Pragmatic Realistic Goal oriented
Personable Approachable
Knowledgeable Transparent
How about someone who listens to your dreams,
goals and aspirations and works with you to make
them reality? Someone who makes sure your
money is working hard for you, and understands
how decision you make today affect your
financial future?
Is there anything more you want
from your independent financial advisor?

At Zenith Independent Wealth Management we are all this and more. We take a fairly down-to-earth approach to what can be quite a daunting subject. In considering how to invest your money, for income now, in retirement or to pass on after your death, you have some important decisions to make. It is our job to help you make the right decisions, and in order to do that we will:

TAKE TIME TO GET
TO KNOW YOU

TAKE TIME TO GET
TO KNOW YOU

We want to understand your goals, what you want from your money, and over what timescale and your attitude to finance and risk.

ASSESS YOUR CURRENT SITUATION

ASSESS YOUR CURRENT SITUATION

What investments, plans, and policies do you have in place? Are these the best places for your money given your individual goals?

DEVISE A BESPOKE INVESTMENT PROGRAM

DEVISE A BESPOKE INVESTMENT PROGRAM

This may mean moving money you have already invested to realize a better return, or it may mean new investment. Or maybe both.

MANAGE YOUR PORTFOLIO

MANAGE YOUR PORTFOLIO

We constantly review and make changes to our clients’ portfolios to balance their investments and maximise return.

HOLD REGULAR REVIEW MEETINGS WITH YOU

HOLD REGULAR REVIEW MEETINGS WITH YOU

In life, stuff happens, and this can mean that your financial outlook or your goals for the future may change. We will invite you to a regular face-to-face meeting to review your position and your investments to ensure everything is on-track to meet your existing or revised ambitions.

REGULAR INVESTMENT PERFORMANCE REPORTS

REGULAR INVESTMENT PERFORMANCE REPORTS

We provide a detailed quarterly report to all clients so you always have up-to-date information on the status of your investments.

‘The value of your investments (and the income from them) can go down as well as up and you may not get back the full amount you invested’

THE TEAM

Richard Durgan
DIRECTOR & FINANCIAL ADVISOR

“We take the worry out of keeping up to date with current legislation.”

Karl Bonworth
FINANCIAL ADVISER

“We devise a bespoke investment programme for you, this is not one size fits all.”

John Ineson
BUSINESS DEVELOPMENT MANAGER

“Taking the time to get to know you and your goals – that’s the key”