0330 038 8938
Based in Larne
View locationChecks 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
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