Director & Financial Adviser
Richard has been the owner of Zenith since 2014. He has worked in the industry since 2005 and worked for HBOS plc until 2012. He is committed to full financial planning and has a wide range of knowledge in Retirement Planning, Estate Planning and Investments.
Outside of work, he spends time with his daughter and likes a wide range of sports but mainly football and rugby union. He lives in Halifax where he is involved in a number of local businesses and charities
Karl has worked in financial services for more than 15 years, at several well-known institutions. His experience, knowledge and attention to detail, coupled with his ethical and client-centric approach, can be seen in the level of service he provides to our clients.
Away from the office, Karl is married to Helen and they have three children, who keep him and his wife very busy with their hectic social lives.
Karl enjoys most sports and is an FA Qualified Football Coach.
He also enjoys listening to the music of Elvis Presley!
Business Development Manager
John has over 32 years’ experience in Financial Services, having worked for Lloyds Banking group from 1985 to 2015 in a variety of roles but mainly as a Financial Advisor and Area Manager looking after a team of Financial Advisors.
He then joined Zenith Independent Wealth Management in 2015 as the office manager before taking up his new role of Business Development Manager in April 2017.
Away from work he has a long-term partner Kathryn, and is actively involved in fundraising for Martin House Children’s Hospice. He is also a keen golfer and loves watching most sports especially both forms of Rugby, Golf and Cricket and goes to watch his local professional Rugby League side Dewsbury who he has followed since 1972!