August 20, 2024
Full article
Financial Adviser
Zoe Walker
Zoë has nearly 15 years of experience within financial services and has worked for the likes of Standard Life, Capital One and Ares Management. She has worked in customer facing roles, compliance and executive support and brings a wealth of experience to her role. Zoë is a fully qualified Financial Adviser and is on track to achieve Chartered status.
Expertise
Problem solving sits at the heart of Zoë’s practice, she is committed to understanding her clients’ motivations and goals in order to craft robust financial advice.
She views financial advice as essential in making client money work harder and smarter and loves nothing more than helping clients build towards their objectives.
Highlights
- Nearly 15 years’ experience in financial services
- Diploma in Regulated Financial Planning
- Thrives in helping clients breakdown and understand their financial planning needs
Specialisms
Generational family financial planning | Retirement Planning | Tax-efficient investment planning
