Zoe has worked for a Global Financial Institution for 15 years. She has been both an adviser and Area Manager within her career.
Her experience is across all customer sectors including Retail and High Net worth but for the last 8 years within Corporate financial planning, advising limited companies, partnerships and sole traders.
Zoe will spend time understanding her client’s needs and will use this to effectively asses their requirements. Zoe will draw upon her experience and technical knowhow to bring to the client’s attention issues which they may not be aware of, and the impact this may have on their plans.
Zoe has an in-depth knowledge and has worked in the investment, pension and protection market extensively for both personal and corporate clients.
‘Zoe took the time to understand my need and explain this clearly in plain English so that I understood the complexities around my current and new pensions arrangements. She is very relatable, good humoured and patient. I wouldn’t hesitate in recommending her.’
‘I found Zoe very easy to work with. As a single woman, living on my own, with very little understanding of the financial world, it was good to feel completely at ease with Zoe. She came recommended by a friend and, in turn, I have passed on that recommendation to my friends. I really appreciate her help.’