Zoe McKay

Zoe McKay

Hills Financial Planning

Minimum savings/pensions: Over £50,000

0330 038 8938
Based in Larne
View location

Verified since: April, 2021

5 out of 5

49 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 09 March 2025

    Zoe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Zoe has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Zoe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Zoe has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Zoe

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Zoe (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 09 March 2025

    Zoe and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Zoe has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 18 October 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 6

    Qualifications Uploaded

    6 qualification certificates available to view

    Zoe has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Zoe has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Zoe

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Zoe (based on 4 first impressions)

I am a passionate and sought after Chartered Financial Planner at Hills Financial Planning and specialise in personal financial planning. I predominantly work within the investment planning and pre and post-retirement planning areas. I am also a Pension Transfer Specialist (PTS) and work closely with clients on complex, and high value cases. I enjoy my role and working on an ongoing basis with clients to provide a tailored service and building long lasting relationships built on top quality financial advice and trust.

Offers available through VouchedFor

Contact Zoe through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£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).

About Zoe's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

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Clients' level of financial expertise

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