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 United Kingdom

  • Pensions on Divorce
  • Wealth Management
  • Pension Transfers
  • Mortgage &...
  • Pensions
  • + 3 more
  • 12 testimonials
  • 3 postings
  • Investment Advice
  • ISA
  • Tax and Tax Planning
  • VCT & EIS
  • Cash Flow Forecasting
  • + 7 more
  • 2 postings
  • Retirement Planning
  • Wealth Management
  • Pensions
  • Inheritance Tax Planning
  • ISA's
  • + 3 more
  • 8 postings