Zoe joined Nelsons’ Investment Management team in July 2018 as an Independent Financial Adviser.

Zoe’s areas of expertise include investment advice, pensions, Inheritance Tax and lifetime cash flow planning and protection.

Areas of Expertise

  • Pensions and retirement planning
  • Group pension schemes
  • Investment advice for individuals and corporate clients
  • Investment fund research and analysis
  • Inheritance Tax planning
  • Life insurance advice

Professional Information

Find out how Nelsons can help you. Contact our friendly team for a guaranteed fast response.

For advice and support 0800 024 1976