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Knowledge

We help our clients understand, protect and increase their assets. It is only once we have a clear understanding of a client's current situation, and what they are trying to achieve, that we turn to our tool box - financial products.

 

Options

There are infinite combinations of financial products and plans that we can put in place to protect and increase a client's financial situation and to put them on track to reach their required goals, whether that be a comfortable retirement, facilitating their children's education, protecting their estate from death duties or simply increasing wealth. The value of Investments and pensions and the income they produce can fall as well as rise. You may get back less than you invested.

 

Action

It is sometimes the case that our advice is to do nothing for the meantime, and review on a regular basis. Many clients come to us with existing products in place, sometimes complex portfolios, and often their primary concern is simply to understand the value and nature of their existing plans.

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Zest Financial Consultants is an Appointed Representative of Positive Solutions (Financial Services) Limited which is authorised and regulated by the Financial Conduct Authority. Positive Solutions (Financial Services) Limited is entered on the FCA Register (http://www.fca.org.uk/register) under reference 184591