Chesham
With 11 years of industry experience, Zoe has built a robust technical foundation in Financial Services.
Her passion for personally supporting clients through their financial journey has led her to transition into a Financial Planning role. She specialises in crafting bespoke plans for pensions, investments and wealth growth, helping clients navigate complex situations throughout each stage of life.
A self-confessed number enthusiast, Zoe enjoys delving into intricate challenges to find tailored solutions – whether that’s growing wealth or planning for retirement. She puts clients’ goals first, championing their aspirations and finding satisfaction when a plan becomes a reality.
Alongside supporting her clients, Zoe spends time with her young family, baking in her spare time and squeezing in a chapter or two of her current book.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
