We are one of the local advice firm offering a fresh & innovative approach to financial advice based in Leeds West Yorkshire
“The value of pensions and investments can fall as well as rise, you may get back less than you invested.”
“Your home may be repossessed if you do not keep up repayments on your mortgage.”
“The Financial Conduct Authority do not regulate estate planning.”
Z&N Wealth Management is a UK based firm in the provision of tailored financial advice. Everything we do is designed to deliver the most suitable outcomes for our personal and corporate clients.
My move into the finance industry came after 16 years of working in the field of financial services. As a consequence, I have established many working relationships with individuals within the sector due, in part, to my understanding of clients’ specific financial requirements – whether they are personal or corporate.
I completed my MBA from Manchester Metropolitan University in 2006 and subsequently completed eight successful years in the banking sector as a High Net Worth Relationship Manager, dealing with HNW individuals’ finances. In 2013, I moved into a regulated role as a self-employed Financial Adviser.
