Testimonials
Read some of the feedback received from clients.As a director of a family SME I have used St James Place since 2005 to guide my investments and tax planning. For the last 4 years my wife and I have met regularly with Yiota from Zenia Wealth Management and value her clear explanations of opportunities and risks. Her honest assessment of the costs ...
I contacted Beth following a move to Yorkshire and a subsequent need for clear financial guidance as I approach my ideal retirement. I was particularly impressed by the level of detail covered in our meetings, with my future aspirations and plans always remaining at the forefront of our discussio...
Beth has been a huge help in setting up a pension for my company. Her clear and concise guidance has helped me have a good understanding of my goals and aims, and make informed decisions on how best to achieve them. Beth makes sometimes difficult concepts sound easy and understandable, and gives cle...
I'd highly recommend Beth if you're looking to make any financial plans. Beth has helped me with both my retirement ad investment planning. "No question is a silly question" with Beth and she talks you through every step in such a clear and concise manner. I also love having Beth on hand for financi...
I've always thought I was 'good' with money because I save regularly, always paid my bills and had a rainy day fund. Beth has completely changed how I view my finances thanks to her advice, expertise and insight which is delivered in a warm, friendly and client-centric way.
Beth has helped...
As a young professional, I was unsure of how to plan for my financial goals and investments, until I had my first appointment with Beth. She helped me understand my financial objectives, as well as plan for my short, medium and long term goals and the ways in which I can achieve them. Beth has ...
Yiota became our financial adviser, coincidentally, during quite a stressful time in our lives. I cannot thank her enough for her professionalism, support and advice in handling the investments of my late father's estate. She has a fresh, friendly, frank and honest style to her financial assistan...
I found Beth's services professional, knowledgeable and friendly. From the information she provided through our meetings, as well as helping me transfer my previous pensions everything was so easy. I look forward to working with Beth going forward, I trust her with looking after my pension and ...
I am incredibly impressed with the service I received from Yiota and her team at Zenia Wealth Management. They successfully managed to consolidate and optimise my complex pensions, which were spread across several companies. The process was long and challenging, but they handled it with exception...
I was never fully satisfied with my previous Adviser. His reports were hard to understand, and I didn’t see much growth in my investments. However, after being referred to Yiota Wilkinson at Zenia Wealth Management, I couldn't be happier. The reports are clear and easy to follow, and they even provi...
I am so glad to have Yiota and her team handling my financial affairs. They are always available to give advice when needed and that gives me great peace of mind.
Professional, very helpful, speedy and friendly service from Yiota and Beth in connection with my recent transaction that went very smoothly. Thank you both very much.
Yiota has helped me with my investment account at SJP over the last 10 years. Her advice has been invaluable enabling me to achieve my targeted retirement just a few days ago. I cannot thank Yiota enough for her patience, sound advice, guidance and some good old fashioned common sense. I'm happy ...
I recently asked Yiota and Beth to effect a pension drawdown for me at very short notice. They responded straight away and did what was necessary to make it happen within my requested time frame. Having been a client for several years now, I am very pleased with the service provided at Zenia Wealth ...
Working with Yiota and the team at Zenia has been great fun. Their expertise, professionalism and care for my financial wellbeing, have made a real difference to me. The team are friendly, responsive, and knowledgeable — they always go the extra mile to ensure I feel confident and informed. I lov...
