Wealth Management
Investment and retirement planning in Plain English, make your money work for you.
Impartial Independent Financial Advice for all
For financial peace of mind!
Mike Pendergast BA(Hons), Dip.PFS, MLIBF, MIBA.
MD/Independent Financial Adviser, Accountant
Mike has been working in financial services since 1986, and has worked for several major financial companies including Natwest Bank and Santander. He also worked with the FCA helping large companies to educate their employees regarding financial matters. He set up Zen Financial as an independent Financial Advice firm in 2005 to enable him to provide impartial, independent financial advice to clients.
Impartial, Independent Advice regarding Investments, Retirement Planning, Mortgages and Protection Plans. Accountancy Services via our sister company Zen Tax & Accountancy Ltd
All in one!
Mortgage Advice
Impartial Mortgage Advice for all, including First Time Buyers, Buy to Let, Home Movers, Rate Expiry/Product Transfers.
Accountancy & Tax
Self Assessment Returns, Making Tax Digital submissions, Company Tax Returns and Accounts, VAT and PAYE returns. Provided by Zen Tax & Accountancy Ltd, our sister company.