Diane, Kent, - since
I have been using Zest as my financial advisors since 2013 as they were recommended to me by my solicitor. Since then, they have managed a pension fund on my behalf and I have always felt consulted and involved in the process. The annual reviews are supported with reports which are written in plain English and I feel that my fund is being administered with my best interests as the central motivation. I would highly recommend Zest for their professional, knowledgeable and friendly manner of financial management.
Simon, Hertfordshire, - since
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.
Bruce & Helen, Gloucestershire, - since
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.
Paul, Guildford, - since
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.
Fred & Cathy, Morden, - since
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.