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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.


Other contacts

Gary Ross DipPFS

Managing Director

Derek Brownie APFS

Chartered Financial Planner

Colin Beton MLIBF


Registered in England and Wales No 7174102. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire. SK9 3ND
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes. MK5 8FT which is authorised and regulated by the Financial Conduct Authority.
Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.
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 9 123

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