Zoe works hard behind the scenes in the practice to ensure we deliver accurate information and advice to our clients through her growing experience in all areas of financial advice, including; Investments, Protection, Pensions, Inheritance Tax and Estate Planning. Zoe is Diploma Qualified in Financial Planning and has over four years St. James’s Place specific experience which makes her a valued and relied upon member of the team.

Clients and colleagues dealing with Zoe know that she consistently goes the extra mile to help others, gets things done and always with a powerful can-do attitude.