Life first • Money second
Many people come to us feeling overwhelmed. Not because they have done something wrong, but because life has become more complex. Pensions here. Savings there. A business. A family. Big decisions ahead.
We focus on bringing clarity and structure to that complexity.
Our role is not to impress you with complicated financial language or market predictions. It is to understand what matters to you and build a plan that reflects that. Every recommendation is based on your circumstances, your goals and your tolerance for risk.
Yes. Zomi Wealth is authorised and regulated by the Financial Conduct Authority in the United Kingdom.
That means we operate under strict regulatory standards. We are required to ensure that advice is suitable, transparent and in your best interests.
You can verify our details on the Financial Services Register at any time.
The first meeting is simply a conversation.
We will ask about your current arrangements, your goals and any concerns that may be sitting in the background. There is no pressure and no obligation.
No advice is given at this stage. It is about understanding whether we are the right fit for each other.
Yes. The first consultation is offered at no cost and with no commitment.
If you decide to proceed after that, we will clearly outline any fees before any work begins.
We do not set a strict minimum threshold. What matters more is whether professional advice would add value to your situation.
If we feel that we are not the right solution for you at this stage, we will say so honestly.Getting started begins with a simple conversation. This gives us the opportunity to understand what matters to you and whether we are a good fit. There is no obligation, and no pressure to make decisions straight away.
To give suitable advice, we need a full and accurate picture. This may include details of income, savings, pensions, investments, debts and existing policies.
It can feel like a lot at first, but it ensures that any advice is grounded in reality, not assumptions.
Our fees depend on the type and complexity of the advice required.
Before any work begins, we will clearly explain the cost, how it is calculated and how it will be paid. Nothing proceeds without your agreement.
Your personal and financial information is treated confidentially and handled in line with UK data protection legislation.
We use secure systems and processes to safeguard your data.
We take concerns seriously.
If you are dissatisfied, you can raise a complaint directly with us and we will investigate in line with our formal complaints procedure.
If you remain unhappy after our final response, you may be entitled to refer the matter to the Financial Ombudsman Service.
That is completely normal. Many people start with questions rather than clear goals. Part of our role is to help you explore what matters to you and identify what support could be most useful.
0800 0548 375
Office 517,
17 Hanover Square, London, W1S 1BN
info@zomiwealth.com
