Expertise

  • Wealth Management
  • Inheritance Tax Planning
  • Pensions
  • Investment
  • investment planning
  • ISA's
  • Cashflow Forecasts
  • Financial Advice
  • Financial Planning

Summary

I am a Financial Planner with a number of years of experience in the industry, trying to grow my business and build a network in the Leeds area.


Experience

  • Progeny

    Financial Planner
    - Current

Email Zoe

  Report

Popular Financial Advisers in Leeds

  • Investment Advice
  • SIPPs
  • IHT
  • Pension Consolidation
  • Wealth Management
  • + 19 more
  • 3 postings
  • Tax Efficient Investments
  • Pension Advice
  • Finance
  • ISAs
  • Inheritance Tax Planning
  • + 1 more

"You hold the key to happiness - It's your choice to open the door" Money does not guarantee you happiness but understanding how to use it to ensure that you reach the goals that are really important…

  • 2 testimonials
  • 4 postings