Specialist Advice | Zenia Wealth Management Limited

Specialist advice

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. We specialise in the following areas of advice:

We all know that looking after your health is important. Financial wellbeing is no different, and specialist advice can help you towards your goals.

We know how difficult it is to juggle your family and home life, your career and your finances. We can work alongside you to give you the confidence to make sense of your financial life and become financially secure.

We specialise in meeting the financial needs of people who have created significant capital, or who earn higher incomes.

The financial requirements of those who have created significant capital or who earn higher incomes, can be complex.

We can help business owners, of any kind, to achieve their business, financial and lifestyle objectives.

Arranging care for yourself or a loved one is an emotional and complicated time. Help with the important issues is on hand.

Whatever your circumstances, knowing how to make the best financial plans for your future is hugely important.

Yiota Wilkinson

Zenia Wealth Management Limited

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Copyright St. James's Place © 2026