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Based in Burton-on-Trent
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Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Having been in the financial services industry for over 7 years I have extensive knowledge and am committed. I began my career as an Apprentice Administrator for a very successful Financial Services company, I was then promoted to Practice Manager within the same company where I developed my passion and expertise to become a Financial Adviser. My dedication and commitment to the industry has enabled me to gain invaluable experience in meeting clients’ mortgage and protection needs and I also have extensive knowledge of the process from various levels within the industry. I have a particular passion for working with First Time Buyers and strive to complete more complex cases. I receive significant satisfaction when these cases complete. I strongly believe in taking the time to get to know my clients individually and on a more personal level. This leads me to have a great understanding of what is important to them, and, by doing so, by the end of the process I can refer to them as a friend! Personally, I feel the key to being an effective adviser is having a reasonable level of technical knowledge but, more importantly, the ability to listen to and connect with clients to tailor my approach and services to their needs. When I’m not sitting, impatiently waiting, for the Formula One to start I enjoy spending time with my family as much as I can. Thank you for taking the time to get to know me a little and I look forward to hearing from you soon. Zoe
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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