0330 038 8939
Based in Henley-on-Thames
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FCA Regulated
Zoe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 July 2025
Zoe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Zoe has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Zoe has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Zoe has not yet added their qualifications to their profile
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Checks carried out by VouchedFor
FCA Regulated
Zoe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 July 2025
Zoe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Zoe has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Zoe has received 6 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 03 March 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Zoe has not yet added their qualifications to their profile
Qualifications not yet added
Zoe has not yet added their qualifications to their profile
Transparent Fees
Zoe has not yet added their fees to their profile
Fees not yet added
Zoe has not yet added their fees to their profile
I believe everyone deserves a personalised financial plan that offers peace of mind. Prior to working at Goodall Smith Wealth Management, I worked on developing strategies for some of the nation’s best loved brands for 20 years. I bring expertise in consumer insight and action planning to each of my client relationships; building a unique plan with clients to meets their goals and objectives over the short, medium- and longer-term outlook. I have a passion about helping people feel empowered about their finances, building education around financial growth and in particular love to support women and families on this journey. I have two young daughters and want them to grow up in a world of possibilities - outside of that i'm their personalised taxi driver! 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£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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