Work Department

Investment Management

Position

Partner, Chartered Financial Planner & head of investment management. Zoe’s areas of expertise include providing bespoke advice for Personal Injury, Court of Protection deputies and attorneys, alongside holistic financial planning for private clients and business owners.

Zoe also specialises in 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; and cash flow modelling.