Clients of Zen Financial Services can now rest assured that their finances are in the best possible shape following the launch of Zen's 'Complete Financial Security' service.
The 'CFS' service initially involves a complete and detailed review of clients' existing financial arrangements. Details are taken of all financial plans and products currently in place; these plans are then reviewed and, if necessary, restructured to ensure they are providing the right benefits at the right cost.
A full risk profiling exercise is also carried out to ensure that any investment-based financial arrangements in place are well-suited to the clients individual tolerance of investment risk.
Following the production of a full initial report, further half yearly meetings take place to ensure that the plans and arrangements agreed upon remain suitable.
For more information contact Zen Financial Services at info@zenfinancial.net or visit www.zenfinancial.net.
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