Chesham
With 11 years of industry experience, Zoe has built a robust technical foundation in Financial Services.
Her passion for personally supporting clients through their financial journey has led her to transition into a Financial Planning role. She specialises in crafting bespoke plans for pensions, investments and wealth growth, helping clients navigate complex situations throughout each stage of life.
A self-confessed number enthusiast, Zoe enjoys delving into intricate challenges to find tailored solutions – whether that’s growing wealth or planning for retirement. She puts clients’ goals first, championing their aspirations and finding satisfaction when a plan becomes a reality.
Alongside supporting her clients, Zoe spends time with her young family, baking in her spare time and squeezing in a chapter or two of her current book.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123