Independent, client focused, holistic advice
We’re a small but mighty team of independent financial advisers with unrivalled experience in the financial services sector. Based in Raynes Park, we serve clients in and around Surrey and London.
What sets us apart from other firms is that we wholeheartedly practice holistic financial advice. Instead of focusing on products, we look at the bigger picture and get to know you on a deeper level, taking into consideration your life goals before creating a plan. You can be confident that we’ll go above and beyond to exceed all your expectations.
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.