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.
You can contact Zoe on 07961 546673 or by email
‘Always very professional, polite and punctual. Listens to comments and never feel rushed. Reassuring when needed. Feel confident our best interests are taken into account. Comfortable with the service provided.’
‘I did all my staff pensions with Zoe before we did our investment and I think she is a very nice person to do business with, she explains everything with no pressure. I choose to deal with Zoe ahead of my bank.’
‘Zoe acted as an outstanding adviser and has provided us with clear guidance throughout the entire process. She conducted a very professional service and we are thankful to her for her guidance. I would thoroughly recommend Zoe and Vision to anyone wanting to use financial services.’
‘Zoe has made this complicated transfer of our pensions into an understandable procedure for us. We are very grateful for the help and advice that she has given us.’