Zoe is a Chartered and Fellowship accredited financial planner, who loves to combine her technical skills with empathetic, down-to-earth advice that will inspire and empower you to make sound financial decisions.

She has been featured in many publications such as Investors' Chronicle, FT Adviser, iNews, and Money Marketing, plus spoken all over the country at professional events, often on her specialist area of advice – helping clients who find themselves in vulnerable situations.

These delicate and complex circumstances are very personal, yet often include;

    • Those who have financial responsibility for others, such as attorneys or trustees.

    • Sudden wealth, such as personal injury awards, lottery wins or inheritances.

    • Dramatic life events or changes, like divorce or retirement

    • Ill health and long term care related concerns.

These complex areas are where Zoe shines; she has very specific experience and qualifications to make her best placed to help, including;

    - Chartered and Fellowship level advice qualifications – the ‘gold standard’ in the UK.

    - Distinction graded Master’s degree in finance.

    - Accredited Board member of the Society of Later Life Advisers.

    - An independent researcher for The Finance in Society Research Institute.

    - Dementia Friend.

    - Part of a vulnerability advisory panel.

    - Aligned to the Financial Vulnerability Taskforce.

    - Chair of an ethics and scrutiny committee.

Outside of work, Zoe has a keen interest in travel and is an enthusiastic amateur photographer who loves exploring the Yorkshire coast and beyond with her husband Kieron, and their daughter.