With over 15yrs experience within the Financial Services Industry, Zoe has joined our Wealth Management Team as an Account Manager. Zoe’s role is to support the IFA’s with all aspects of new business and client care.
She comes to us from another Wealth Management firm, where she was an administrator responsible for supporting Financial Planners, specialising in Pensions, Investments and Inheritance Tax Planning. Previously, Zoe was an Independent Mortgage and Life Insurance Broker for 13yrs and ran her own practise in Northampton.
Zoe is CEMAP Level 3 and CERGI qualified, and now working towards attaining her Financial Planning certificates with OCM.
Zoe lives in Northampton with her daughter, enjoys family time, cinema, long walks and reading a good book.