Zest Financial Consultants

In 2000 Jeannette Zahler & David Eastwood decided to amalgamate their strengths - and surnames - to create Zest Financial Consultants. We felt that the sophistication now required in our industry called for a pooling of knowledge and resources.

Our advisers have attained the Diploma for Financial Advisers (DipFA), and hold membership of the London Institute of Banking and Finance, a highly respected accredited professional body with a history dating back 130 years.We comply with the requirements for ongoing continuous professional development and keep our knowledge of the financial services industry up-to-date.

We are a small, lively and knowledgeable team who pride ourselves on our ability to listen and our thorough approach. Our aim is to help clients understand, protect and increase their financial assets. We are able to tailor our charges, offer a choice of fee structures, and will make you aware of costs before we commence any work for you.

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.

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.

We will encourage you to plan your retirement, determine the level of income required, and establish suitable pension and investment vehicles. We are able to advise on and arrange personal pensions, Self-Invested Personal Pensions, Stakeholder pensions, explain occupational pension schemes, analyse and arrange pension transfers such as on divorce, and consolidate pension plans where appropriate.

Clients approach us with a variety of needs. In recent years the search for income has been increasingly important. Or you may wish us to advise you on how to make the best use of your capital and surplus income by searching out suitable growth opportunities. With any advice we provide we will always consider your feelings about investment risk and we will discuss this thoroughly with you before making any recommendations.