Zoe joined Nelsons in July 2018 and is a Chartered Financial Planner in our Investment Management team. Zoe’s areas of expertise include investment advice, retirement planning, Inheritance Tax and lifetime cash flow modelling.
Areas of Expertise
- Personal Injury Trust investment
- Pensions and retirement planning
- Investment advice for individuals and trustee clients
- Investment fund research and analysis
- Inheritance Tax planning
- Life insurance advice
Professional Information
- Chartered Insurance Institute (CII) Level 6 Advanced Diploma in Regulated Financial Planning (APFS)
- Qualified Member of the CII and Personal Finance Society
- First Class Honours Degree in Financial Services