Be one step ahead
One of the best decisions you can make in life is to future-proof your finances. It may seem like a bold statement, but trust us, the impact on you and others will be enormous if anything happens to you.
You might be at the stage in your life where you’ve got dependents, people who rely on you to uphold their lifestyle and development. It’s a big role to play and not one to overlook. Ultimately, if life were to take an unexpected diversion, you want to be certain that they are looked after. All you need is the right protection in place, and everything will be taken care of.
How we will help you…
Be confident that you have the correct policies in place if anything were to happen to you. Together, we’ll find an arrangement to best suit your family’s needs.
Always be prepared for the what-ifs in life. We’ll find an income protection policy to protect your family if you’re ever unable to earn an income.
Do the right thing by protecting your home and the people within it. By looking at your circumstances and needs, we’ll search the entire market to pick the right deal.
When unforeseen circumstances arise, you need to be sure that you have the right protection and insurance in place to limit any major disruption.
Critical illness cover
When you’ve got the correct arrangement in place, you needn’t worry about the financial implications on you and your family if you were to fall seriously ill.
Having access to private healthcare will make you feel in control if and when you need treatment. We’ll help to find the right product for your specific needs.
Protection plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse. Protections plans are subject to providers policy conditions which vary.
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.