Sound like you?

Creating a family legacy

Your wealth is important, but your greatest asset is the people in your family. Even if your financial plan is ticking along nicely, we can help ensure your family’s legacy thrives for generations to come.

Know the feeling?

You don’t want your last gift to be confusing or conflicting.

Keeping your loved ones financially secure is a real win.

There’s a feel-good factor in leaving a legacy that lasts.

Building a legacy takes work, but it all fits together.

How we can help you

Cesta goes beyond financial planning. We provide a support network and connect you with like-minded professionals who offer a listening ear, support and guidance to shape your legacy.

Create something meaningful that reflects your values. That could be championing causes you care about or paving the way for future generations. We’ll uncover what matters to you.

Your extended family are more than just names to us. We encourage you to plan for everyone – children and grandchildren alike – and we offer advice that benefits the whole family.

It’s the age-old question: give now or leave a legacy gift? With our family-focused approach, we’ll get to know everyone’s goals and help you decide.

With the right plan and a great team beside you, you can legitimately reduce Inheritance Tax liabilities and keep more of what you’ve worked hard for in your family.

We stick around to keep you on track. You never have to worry, as we’ll work hard in the background to ensure everything keeps ticking along nicely.

The Cesta way

Your path awaits

Embark

Explore

Navigate

Envision

Realise

Sustain

Your legacy wasn’t built in a day but it can be lost in one

High fives from our clients

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

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

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

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

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

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

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

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

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

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

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

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

We're also here for anyone who is

Wealth
builder

It can feel like an uphill battle, but we help you make it to the other side.

Soon-to-be
retiree

Now’s not the time to slow down – gear up for an exciting new chapter!

Happy
in retirement

Achieve your goals and tick off what you’ve always said you’d do.