Zoe has almost two decades experience dedicated to advising Private Clients; with a career that began in Mayfair, advising High Net Worth and Ultra High Net Worth Individuals. Zoe utilises her Stockbroking and Investment Banking depth of expertise to advise families, business professionals and entrepreneurs on how to take control of their wealth, with clarity and confidence. 

She offers a broad-spectrum bespoke service, with a focus on wealth protection, tax efficiency and inter-generational wealth planning. Based in both our Lombard Street and Chobham offices she is able to provide a highly personalised, flexible, hybrid approach to client interaction, that fits around you and your family. 

She focusses on maintaining long-term trusted relationships with clients, built on discretion, deep understanding and peace of mind, centred on excellence.

Specialising in:

Pensions: Private, Business & Workplace schemes, Zoe helps clients start, build or simplify their retirement planning with a focus on tax efficiency, correct risk weighting & delivery

Investment Planning: Bespoke, goal based investment plans for the whole family; because your hard earned money should be working just as hard as you do 

Children’s Investments: To secure their future, because you don’t want them to grow up too fast, but you can start planning for when they do

Build a bespoke life plan to meet your personal goals; whether that be giving up work, paying off your mortgage, financing school fees, buying a holiday home, a travel fund or a luxury purchase. Together we will create a financial plan to give you the freedom to do even more of the things you want – and maybe even others you never thought possible. With a plan in place, you’ll be able to relax with the confidence of knowing you’re on the right path

Specialist Insurance: Ensuring you have right cover for life’s uncertainties; because you can’t avoid life’s knocks, but you can provide some cushioning  

Inheritance Tax Planning: Mitigation strategies to preserve legacies; because a problem shared is a problem halved, in life and financial planning 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.