Zodiac Wealth Management Ltd
We advise on all many aspects of personal and commercial financial planning, including investments and savings, pensions and retirement planning, mortgages and inheritance tax planning.
Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid.
All our advisers are fully qualified, and some of us hold required qualifications for advising on pension or tax matters.
Lloyd Gold, Executive Director
T: 02031 547 424
Email: [email protected]
Marc Burman, Certified Financial Planner
T: 02031 547 424
Email: [email protected]
Markus Malik, Senior Consultant – Trusts
T: 02031 547 424
Email: [email protected]
Ben Posener, Senior Consultant - Legal
T: 02031 547 424
James Beckwith, Consultant
T: 07595 587 166
Email: [email protected]