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
“Everything is explained to me properly and the reports I’ve been given are extremely thorough. When I email or message I get a prompt response. I am always treated with courtesy and respect. My adviser [Zoe Till] seems to genuinely care about my needs and requirements and is always professional…I really appreciate that the options suggested to me for my investments had been checked by modelling for potential risks and worst-case scenarios. My adviser remembers personal details the first time she is told, which is brilliant and to me proves she listens to me properly. I feel I am treated as a person, not just a faceless client.”