Monday, 22 September 2008
Zen in the press - September 21st
Another mention in the Independent Wealth Check - see here for the full article
Monday, 15 September 2008
Monday, 18 August 2008
Zen in the Mail on Sunday
We made an appearance in the Mail on Sunday this week, following our recent involvement with e-on, delivering a series of 150 financial awareness sessions for their staff throughout the country. Very nice double page spread!
Electronic version can be viewed here - for more details on financial awareness sessions for your staff, contact us via info@zenfinancial.net.
Electronic version can be viewed here - for more details on financial awareness sessions for your staff, contact us via info@zenfinancial.net.
Monday, 4 August 2008
Zen in the Press - Independent on Sunday
Mike was quoted in the Independent on Sunday "Wealth Check" feature on 20th July. You can read the story here.
Sunday, 22 June 2008
Zen in the press - Sunday June 22nd
Mike Pendergast is quoted in this Sunday's "Wealthcheck" in the Independent on Sunday
Friday, 6 June 2008
Zen in the press - Money Marketing - 5th June 2008
Mike comments on the distinction between independent advisers and those who are tied to a particular company and can only offer the financial products of that company. View the article here.
Thursday, 5 June 2008
The value of mortgage advice
The Association of Mortgage Intermediaries has produced an excellent guide on the value of mortgage advice - click here to read the summary article and to download a copy of the report.
Zen in the press - FT - 5th June 2008
Zen Financial Services were today quoted in one of the FT websites, commenting on the housing situation. Click here to see the article.
Friday, 30 May 2008
Have you made a will?
I have been busy doing some more financial awareness sessions for e-on today - one key point that came out of the morning session is that the majority of people have not made a will, sometimes for a variety of reasons.
A will is vital as it clarifies exactly what should happen to your assets in the event of your demise. If you don't make a will. someone else will decide what happens to all your worldly goods, so to retain control and to ensure no family arguments ensue, it is well worth taking the plunge and making a will.
Zen offer a fixed price will writing service which starts at £75 per person. Contact us here for more information.
A will is vital as it clarifies exactly what should happen to your assets in the event of your demise. If you don't make a will. someone else will decide what happens to all your worldly goods, so to retain control and to ensure no family arguments ensue, it is well worth taking the plunge and making a will.
Zen offer a fixed price will writing service which starts at £75 per person. Contact us here for more information.
Wednesday, 28 May 2008
Latest from Zen
We have been dashing around a lot recently at Zen and therefore apologise for no recent updates!
Mike has been working in conjunction with the Financial Services Authority and e-on (the power company) to provide educational seminars for their employees. This has been very well received - should any employers be looking for a way to motivate staff and to provide them with easy to understand ways to manage their finances better, this is an excellent way of organising such a programme.
Zen is also now a Chartered Firm within the Chartered Insurance Institute, which is testament to our policies and procedures - to find out more on what this means for our clients, click here.
We are currently reviewing our clients investment portfolios in view of the recent market ups and downs and should any action be required, we will let you know asap.
More soon !
Mike
Mike has been working in conjunction with the Financial Services Authority and e-on (the power company) to provide educational seminars for their employees. This has been very well received - should any employers be looking for a way to motivate staff and to provide them with easy to understand ways to manage their finances better, this is an excellent way of organising such a programme.
Zen is also now a Chartered Firm within the Chartered Insurance Institute, which is testament to our policies and procedures - to find out more on what this means for our clients, click here.
We are currently reviewing our clients investment portfolios in view of the recent market ups and downs and should any action be required, we will let you know asap.
More soon !
Mike
Friday, 21 March 2008
Zen achieves Chartered Status
Zen is pleased to announce that we have recently been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria in terms of retaining highly-qualified staff who subscribe to the membership conditions of the CII.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at http://www.cii.co.uk/ within the section on Membership.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
Note: With 90,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics and Conduct. You can view the Code at http://www.cii.co.uk/ within the section on Membership.
When you use a Chartered firm you are dealing with proven professionals. The CII is empowered by the Privy Council to award Chartered status, and the award is only made in deserving cases. And while Chartered titles are steeped in history, they remain the benchmark of professional excellence and integrity.
Only the UK’s premier financial planning firms qualify for Chartered status. If you wish to know more about how using a Chartered firm can ensure you get the best possible advice, service and support, please do not hesitate to contact us.
Note: With 90,000 members, the CII is the world’s largest professional body dedicated to the insurance, savings and financial services sector.
Subscribe to:
Posts (Atom)
