Professional Financial Planning Made Personal

Transform Your Financial Future

Welcome to zantherovaiq — where personalised financial planning meets professional expertise. Our monthly subscription service provides you with dedicated consultations and strategic insights to help you navigate your financial journey with confidence.

Financial planning involves risk, and outcomes may vary based on individual circumstances and market conditions.

Professional financial consultant reviewing documents at modern office desk

3124

Satisfied Clients

Meet Our Expert Team

Experienced professionals dedicated to your financial success

Senior financial consultant Sarah with professional headshot in business attire

Sarah Mitchell

Senior Financial Consultant

With over 12 years in financial planning, Sarah specialises in retirement strategies and tax-efficient planning. She holds a Diploma in Financial Planning and helps clients navigate complex financial decisions with clarity and confidence.

Investment specialist James in professional business portrait

James Thompson

Investment Specialist

James brings 8 years of experience in analytical reviews and market research. He excels at helping clients understand risk management and developing personalised approaches to long-term financial planning.

Tax planning expert Emma in professional office setting

Emma Richardson

Tax Planning Expert

Emma combines her accounting background with financial planning expertise to provide comprehensive tax-efficient strategies. She's passionate about helping clients maximise their financial potential through smart planning.

Financial advisor David in modern consultation room

David Clarke

Financial Advisor

David specialises in estate planning and family financial strategies. With 6 years of experience, he helps clients protect their wealth and plan for future generations with practical, personalised solutions.

Our Track Record

Numbers that demonstrate our commitment to client success

3,124

Clients Served

214

Projects Completed

6

Years Experience

98%

Client Satisfaction

How Our Process Works

A straightforward approach to better financial planning

1

Initial Consultation

We start with a comprehensive discussion about your current financial situation, goals, and concerns. This helps us understand your unique circumstances and priorities.

2

Analysis & Review

Our team conducts a thorough analytical review of your finances, identifying opportunities and potential challenges specific to your situation.

3

Strategic Planning

We develop personalised recommendations and strategies tailored to your objectives, risk tolerance, and timeline for achieving your financial goals.

4

Ongoing Support

Through our monthly subscription, you receive continued guidance, regular check-ins, and adjustments to your plan as your circumstances evolve.

Upcoming Events

Join us for informative sessions on financial planning

Financial workshop presentation in modern conference room with attendees
Workshop

Retirement Planning Essentials

Learn the fundamentals of planning for retirement, including pension options, savings strategies, and timeline considerations for different life stages.

November 15, 2025

Tax planning seminar with financial experts presenting to small group
Seminar

Tax-Efficient Financial Strategies

Discover legal ways to optimise your tax position while building wealth. Covers ISAs, pensions, and other tax-efficient savings vehicles.

December 3, 2025

Estate planning consultation session with documents and planning materials
Consultation

Estate Planning Fundamentals

Understanding wills, trusts, and inheritance tax planning. Essential information for protecting your family's financial future.

December 18, 2025

Our Company Journey

Building expertise and trust over the years

2019

Company Founded

zantherovaiq Financial Planning was established with a mission to make professional financial guidance accessible through innovative subscription-based services.

2021

Service Expansion

We expanded our consultation services and developed our comprehensive analytical review process, helping more clients achieve their financial objectives.

2023

Digital Innovation

Launched our enhanced digital platform, making it easier for clients to access services and track their financial planning progress online.

2025

Continued Growth

Today, we serve over 3,000 clients across the UK, maintaining our commitment to personalised service and professional excellence in financial planning.