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
- Chartered Insurance Institute (CII) Diploma in Regulated Financial Planning (DipPFS)
- Member of the CII and Personal Finance Society
- BA Hons Financial Services Degree