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Zuzana Bundova

Client Account Manager

+44 (0)203 031 9187

33 Swan House, Queen St, London, EC4R 1AP (Appointment Only)

As a career changer with a background in health science and psychology, I bring a unique, holistic perspective to financial planning, focusing on both the financial and emotional well-being of my clients.

I understand that financial decision-making can be a major source of stress, so I create strategies that not only align with my clients’ life goals and personal values but also make the process feel manageable and clear. My experience in health and well-being, combined with client-facing roles at the world’s second-largest asset manager, has been invaluable in helping clients foster healthy, balanced relationships with their finances and confidently plan for retirement.

Having lived in multiple countries and being multilingual, I’m able to connect with a diverse range of clients, simplifying complex financial concepts and fostering genuine understanding. I value cultural sensitivity and pride myself on tailoring financial strategies to reflect each client’s unique background and preferences.

Investments and Savings

Get help generating a better return on your savings, with a full range of investment options which could include equities, funds, bonds and alternative investments.

Pensions

Get help on making a plan for a comfortable retirement; whether it's starting a pension or understanding how much you should be contributing to one.

Retirement income (annuities, drawdown)

Get help understanding and evaluating annuities vs. drawdown, or discussing the other available retirement income options for you.

Pension Transfers - Non Specialist

Get advice on transferring pensions where you do not need a specialist, for example a standard personal pension or one through your employer that is made up ONLY of regular contributions from you and your employer (this should not be a defined benefit pension)

Inheritance Planning

Get help with planning your inheritance and understanding the tax implications of an inheritance you leave, or accessing an inheritance you have received.

Insurance and Protection

Get help to understand the best level of life cover, critical illness cover and income protection for you.

Jamal Watfa
October 29, 2024
Karen Buckley
October 8, 2024
Marco Lo Giudice
October 4, 2024
Kate Jefferson
August 22, 2024
Ian Nelson
February 9, 2024
Ben Ashdown
December 29, 2023
Tom Cox
December 13, 2023

Qualifications:

  • BSc (Hons) Exercise Science
  • Graduate Diploma in Law
  • Level 4 Diploma in Regulated Financial Planning, Charted Insurance Institute

Fancy a chat?

Contact an adviser through the link below for your free 60 minute chat. You can use this to discuss your situation and see how we can help

Zuzana Bundova

Client Account Manager

+44 (0)203 031 9187

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