Zoë joined in November 2013 with over 15 years of financial services experience and she is qualified to Diploma level with specific qualifications in taxation, trusts and long term care.
A key priority for Zoë is to ensure clients have financial plans specific to their individual circumstances. She has worked with clients at all stages of their lives from young families needing protection, individuals with planning needs as the result of divorce and clients planning to address inheritance tax or provide for long term care. She sees every client as an individual and tailors recommendations to their unique needs and priorities.
The Financial Conduct Authority does not regulate taxation advice.