our approach
We are a small, lively and knowledgeable male+female team who pride ourselves on our ability to listen and our thorough approach.
The process we follow is based around an in-depth factfind of clients' circumstances, identification of their priorities, research of the whole of the market, followed by a clear set of proposals which should enable you to reach your financial goals. We strive for long-term relationships, and encourage clients to review their financial planning regularly.
We are able to tailor our charges, depending on your preference for fees or product remuneration. We have taken on board the changes which our industry faces by the end of 2012 and are prepared for them.
Zest Financial Consultants have chosen to operate as a trading style of Positive Solutions. Positive Solutions is the UK's largest national independent financial adviser firm, and is backed by AEGON, one of the largest financial services groups in Europe. As part of their committed support, Positive Solutions provide us with industry-leading training, access to industry research, and the freedom to choose the most competitive products suitable for your situation from the whole of the marketplace.
