Providing a friendly and bespoke service
Based in Raynes Park, London, our small team has vast experience in helping people to achieve their goals. A huge part of our ethos is putting our clients first, and our holistic approach enables us to look at their past, present and, most importantly, future.Get to know us
The services we offer
People turn to us when faced with financial challenges at every stage in life. We’re on this journey together.
Meet the team
Get to know the people who will go the extra mile and provide you with the financial confidence you deserve.All team members
What our clients say…
Want to get a sense of how we really help people with holistic financial advice? Hear from our clients themselves.
Justin couldn’t have been more accommodating and helpful. He gave us clear advice on where our best investment options were and kept us up to date at every turn. We've been very pleased with the advice he gave us.
Justin has helped to streamline my portfolio, and we’ve now focused on funds that make sustainable investments. He’s organised, reliable, and has an excellent knowledge of different funds and fund managers.
Zest provided significant help as we planned for retirement. They recognised and helped us to manage our different pension and risk profiles. Justin has been patient and honest in his explanations and advice, and we have valued his clarity.
We have been clients of Zest for more than 30 years, which really speaks for itself. Through regular financial reviews, we have watched our investments grow, and we’re pleased to say that our early retirement plans have now been achieved.
4.5 million people don’t think they’ll pay off their mortgage before 65. Here are some options
Being mortgage-free when you retire is a common goal. However, millions of people expect to retire with some debt remaining. The good news is that there are many different options for you to explore.Read more