Our story
This isn’t a history page detailing our experiences or an insight into the years that led to founding Cesta. It's a story that celebrates what's next. After all, that’s what financial planning is all about.
No fluff, just facts
Just like you, we’ve got a clear motivation for being here. Mark and Simon founded Cesta in 2024 with a vision to control the service they offer, free from outside influence. Based in London but helping clients across the UK, flexibility and adaptability are non-negotiable for us.
We also focus heavily on the psychological side of wealth, an area most advisers and planners overlook, but one where the greatest impact can be made. Helping clients build a healthier, more balanced relationship with their finances – that’s where the good stuff happens.
Money is nothing without meaning
What’s in a name? Plenty.
When choosing our name, we wanted something that connected us to our clients. Something simple, yet memorable. And that’s when we came up with Cesta.
Now, you might still be thinking, “Cesta? What’s that all about?”. Well, it’s the Czech word for “path”, and since both Simon and Mark have Czech roots, it felt like a no-brainer. Plus, we think it perfectly captures the journey we’re on together with our clients.