About us

Zone Financial is a fee-based Financial Planning firm who offer financial planning advice that is tailored around your individual needs.

We believe that trust has to be constantly earned and that consistently meeting our client’s expectations is the greatest measure of our performance.

We employed a team-based approach to delivering financial planning advice.  It is only when our advisory team all agree on the advice that should be delivered, that we present it to our clients.

We believe that a team-based approach creates better solutions for you.

We deliver the highest levels of advice and service.  If our clients do not think that we have delivered value to their planning and given them a clearer perspective, we guarantee to waive our fees.

Zone Financial Planning is independently owned and is an appointed representative of our private client parent company Smart Financial Planning Ltd.  Smart Financial Planning Ltd provides financial planning advice to clients with net investable assets in excess of £500,000 excluding residential property.