Your financial future, our priority
At Zest, we pride ourselves on being a team of independent financial advisers dedicated to serving clients in London, Surrey, and across the UK. With over 20 years of experience, we've built a reputation for providing a friendly and bespoke service that puts our clients first. Our holistic approach enables us to look at our clients' past, present, and future, ensuring that we provide tailored advice that meets their unique needs and goals.
Our Services
We offer a comprehensive range of services designed to help individuals and businesses achieve their financial objectives. Our services include wealth management, planning for retirement, mortgage advice, protection, and specialist services for business owners and executives.
Our wealth management services focus on making your money work for you, both now and in the future. We'll help you create a personalized investment strategy that aligns with your goals and risk tolerance.
As you approach retirement, we'll help you create a plan that ensures you can live a fulfilled life during your golden years. Our retirement planning services are designed to provide you with the financial confidence you need to enjoy your retirement.
If you're already in retirement, we'll help you create a plan that ensures your hard-earned savings last throughout your retirement years. Our expertise in pension planning and income drawdown will provide you with the peace of mind you need to enjoy your retirement.
We also offer mortgage advice, helping you navigate the complex process of buying or remortgaging a property. Our experts will guide you through the various options available, ensuring that you find the best mortgage deal for your circumstances.
Our protection services are designed to provide you and your loved ones with financial security in the event of unexpected events, such as illness or death. We'll help you find the right protection policies to ensure that you're adequately covered.
As a business owner or executive, we understand that you're time-poor and may not have the expertise to manage your finances effectively. Our specialist services will take the responsibility for your finances off your plate, allowing you to focus on growing your business.
Meet the Team
Our team of experienced financial advisers and support staff are dedicated to providing you with exceptional service and advice. Our team includes Rachel Oakeshott, Mortgage and Protection Consultant; Jen Riley, Independent Financial Adviser; Nikki Behan, Administrative Assistant; Justin Riley, Independent Financial Adviser; and Jaya Sisson, Administrative Assistant.
What Our Clients Say
Don't just take our word for it. Our clients have praised our service, with many expressing their gratitude for our help in achieving their financial goals. From creating a personalized investment strategy to planning for retirement, our clients appreciate our commitment to providing a friendly and bespoke service.
Independent Financial Advisors
The reviews highlight the expertise and guidance provided by Independent Financial Advisors. Clarity and Realism are key aspects of their service, as they clearly outline realistic options and provide valuable insights to help individuals make informed decisions.
Service and Quality
Their introduction meeting option is a notable feature, allowing potential clients to gain a better understanding of the service and quality of advice they can expect. The advisors are knowledgeable and able to distinguish between better and more problematic solutions, making them a worthwhile consultation for anyone seeking financial guidance.
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