Firstly, we’re independent
Choosing an independent financial adviser means you will receive unbiased guidance that covers the entire market. This allows us to provide you with a top level of service as we can find solutions that suit your needs down to a tee, rather than choosing from a small group of products.
Secondly, we’re client-focused
We will always listen to and respect you. You may think that’s a given, but we can assure you that it’s not always the case. It’s a huge part of our ethos, and we love knowing that we can make a significant difference in the lives of our clients and be a soundboard for their financial needs.
Thirdly, we’re personal
You’ll always know exactly who you’re speaking to, whether you call up out of the blue one morning or pay a visit to the office. Unlike larger firms, we ensure that you get to know the entire team, and we all look forward to meeting new clients and forming lasting relationships.
And finally… we’re holistic
Instead of focusing on one area, such as investments, ISAs or pensions, we look at the bigger picture. We get to know you on a deeper level and take into consideration your life goals and personal circumstances, then form a plan to get you to where you want to be.
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.