Here to help you

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives.

We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.

Intergenerational planning

In recent years, a stark wealth gap has developed between older and younger generations – and it is only getting wider.

A combination of substantial property and stock market gains, in addition to generous final salary pension schemes, has paid off for the ‘baby boomer’ generation, which now holds over half of all UK private wealth. By contrast, younger generations are crushed beneath the weight of student debt, high housing costs and an insecure job market – not to mention the increasing cost of saving for retirement.

What our clients say

Z&Co have been advising me for many years. I’m delighted with the service they provide and I can highly recommend them.

SB London

I really needed help with my finances, Z&Co got everything in order and I’m grateful for their sensible and practical advice.

MM Cardiff

I know that I should have thought about financial planning sooner, but I didn’t. However, having listened to your advice, I do now feel that I can consider retirement knowing where I stand financially.

NB Edinburgh

Want to know more?

To find out more or to arrange a meeting with us, please call 01234 567 890, or email