
Zoe Dagless
Director & Financial Planner
London
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About me
I am a Chartered and Certified Financial planner who is passionate about financial planning!
I have worked at various firms over the years ranging from an independent financial planning firm specialising in women and then a large fund house building out a financial planning service available to a wide range of investors.
I've set up Meliora Financial planning to genuinely help and get people to achieve their financial goals (without any jargon!), and ensure that they happen - creating that lasting trusted relationship for years to come.
My details
I like helping people on:
Pensions – Getting started
Pensions - Approaching retirement
Savings
Goal based Financial planning
My qualifications:
Chartered Financial Planner
Certified Financial Planner
My charging model:
Ongoing % fee