Supporting your aspirations
Time-poor, overworked and pushed to the limit – sound like you? As a business owner or executive, you have a lot on your plate, and the thought of managing your finances, at work and at home, seems like an unachievable task. So unachievable, in fact, it’s sent straight to the bottom of your to-do pile.
You long for the day when you’ve established a clear plan for the business and your career. Just the thought of your retirement tax, protection and a succession plan are enough to keep you awake at night. You want to do what’s right for you, your family and your business, and that all starts with expert advice.
How we will help you…
Organising your finances
We put the focus on both your personal finances and those of the business. We see them as interlinked and will understand your vision for the road ahead.
There’s no time like the present to prepare for the future. We’ll establish your plans for the future of your business and plan for retirement effectively.
Protecting the business
When unforeseen circumstances arise, you need to be sure that you have the right protection and insurance in place to limit any major disruption.
We’ve been in your shoes and can advise on how to make tax-efficient withdrawals that benefit you in the long run. All the arduous work will be taken off your plate.
The Financial Conduct Authority does not regulate tax planning.
A pension is a long-term investment not normally accessible until 55 (57 from April 2028). The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available.
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.