The Cesta Way

As Frank Sinatra once said, "I did it my way", and that's exactly how we approach financial planning… our way. There’s no such thing as too much contact or too many questions. We make it personal, flexible and seamless.

Embark

Your financial plan is about you, not us. That’s why we begin with an initial, no-obligation meeting where we gain an insight into you, your family, your circumstances, values and objectives. From the very beginning, we ask the right questions to uncover what your ideal future looks like.

Explore

After that, we’ll send you our easy-to-use electronic fact-find document, where you can share details about your personal and financial circumstances. This sets the stage for our exploratory meeting, where we talk in detail about your situation and what you hope to achieve.

Navigate

Once we agree that we can add real value to your life, we’ll provide a clear agreement that lays out the costs involved. With that signed, sealed and delivered, we can move on to the really exciting part: achieving your financial goals with our advice and recommendations.

Envision

Once your plan is ready, we’ll send you a clear written summary of our recommendations, breaking down what we suggest and why. We know financial terms can feel overwhelming, so we keep things simple. We always enjoy catching up, so we’ll sit down with you to walk through everything.

Realise

When you’re confident in our recommendations and ready to move forward, we’ll take care of the rest. Our team will oversee everything and keep things running smoothly. We’ll check in after 30 days to ensure you’re happy and answer any questions that may have come up.

Sustain

It might feel like the final step but, really, it’s just the beginning of our ongoing advice journey. We’ll review your circumstances annually, revisit your goals, update your cashflow plan, and make sure everything still fits your needs. We love connecting with our clients, so we encourage you to engage with us and stay involved in the planning process.

Riding the tech wave

Thanks to modern technology, we spend more time where it counts. With fewer administrative tasks to handle, we’ll have more meaningful conversations and give you our full attention.

Technology allows us to make the most of our meetings together, so we can listen to your goals and concerns without distractions, ensuring every moment counts. And there’s no need to worry; our personal touch remains at the heart of everything we do.

High fives from our clients

Following retirement to Thailand, Simon provided help and assistance in what was best for my pensions and investments to retire overseas. I couldn’t navigate these complexities without Simon's expertise and help. His investment advice has always been sound and well-based.

M Saunders

After a few bad experiences, I wanted someone I could trust, who took my goals (and worries) seriously, and who was in it for the long term. Simon and his team exemplify these qualities. They’ve provided unwavering support and down-to-earth advice.

Helen, London

I needed advice regarding financial planning for retirement and how I should best invest several pension pots and ISAs. Simon guided me through the options and I felt confident to act on his recommendations. I have been very pleased with the results achieved so far.

James D, Essex

Simon has provided timely advice concerning the optimal action for investment opportunities or accessing funds when needed. Despite the challenges from domestic and global events, our portfolios have flourished. We trust Simon's integrity and value his consistently dependable guidance.

Jenny and Mark T, Poole

As a small business owner, I wanted to get the best financial advice to manage my personal finances, especially in advance of retirement. Simon provided advice to maximise the value of my pension and investment, and his highly personalised service has made life easier for us.

B K MacIntyre, Cornwall

Simon has been our family’s financial planner for more than a decade. He’s always paid thorough attention to the details of our situations, with each generation having diﬀerent needs. We feel confident in his advice and secure in the coherent plans we have devised with his expert assistance.

Benedick

Mark put us at ease and explained clearly the importance of adopting a sound pension investment strategy. Mark’s close way of working with clients was invaluable, given his knowledge of historical investment data and real-time global market knowledge.

Brian C

Simon has provided me with pension and investment advice for the last 15 years. It is essential these are handled with professionalism and importantly trust. Simon has provided both.

Rob W, London

We'll always be grateful that Mark understands us well enough to advise appropriately. We now have a fixed income that gives us a nice standard of living, and when affordable, we take additional income for the nicer things.

D&T Strain

I knew I needed help to manage my finances after my husband died. Simon came to see me and realised very quickly the position I was in. He carefully explained everything, discussed what types of investments I’d prefer, and how everything would proceed from there.

Angie CB, Surrey

Mark provides clear, practical advice tailored to my financial needs. His expertise has been particularly beneficial in helping me navigate the complexities of pension planning, ensuring I make the most tax-efficient decisions for my future.

C Huggett

Simon patiently worked through my many questions and reassured me when I had concerns over market turmoil and long-term fund impacts. His open and collaborative approach has been great and I look forward to many more years working with him and his team.

M T Edwards, Surrey

The Cesta Way

Embark

Explore

Navigate

Envision

Realise

Sustain

Embark

Explore

Navigate

Envision

Realise

Sustain

Riding the tech wave

High fives from our clients

hello@cestafinancialplanning.co.uk

020 8125 4829