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