Zoe Jones DipPFS

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.