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Zoe joined Nelsons in July 2018. She is a Partner and Chartered Financial Planner and Heads our specialist Investment Management team.

Zoe’s areas of expertise include providing bespoke advice on Personal Injury Trust investments, pensions and retirement planning, to individuals, business owners and trustee clients. She also specialises in investment fund research and analysis, Inheritance Tax planning, life insurance advice and cash flow modelling.

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