Description
Zen Financial Advisors Sitges
The Zen Financial IFA ongoing financial advice service covers all areas of financial need, we’re always on hand to answer your questions and provide quality financial advice via telephone, email or face to face. Owner Mike Pendergast has been recommended by members of Sitges for English Speakers for financial advisory services to the international community. The main areas we cover are shown below:
Our Investment Advice Service assesses your requirements and recommends investments which are selected for you within your agreed risk profile We then manage the investments for you to ensure they are on track
Retire
Our Retirement Planning Service assesses where you are with your pension planning and tailors your plans to ensure your plans are on track whilst maximising tax relief in the process
Protect
Our Protection Planning Service aims to ensure that you and your loved ones are looked after financially whatever happens, advising on areas such as life cover, sickness cover, critical illness cover and many other types of protection plan
Live
Our Mortgage Advice Service ensures that you get the best advice for your needs, whether you have a Residential Mortgage, Buy to Let Mortgage, Limited Company Mortgage, or if you need specialist finance such as bridging or commercial loans.
The value of investments can go down as well as up and you may get back less than the amount invested. Past performance is not a guide to future performance. The Financial Conduct Authority does not regulate commercial finance and some aspects of buy-to-let mortgages. Protection policies do not have a cash value, unless a valid claim is made. The Financial Conduct Authority does not regulate taxation, trust or will advice. Levels, bases of and reliefs from taxation may be subject to change and their value depends on the individual circumstances of the investor
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