Zoe Dagless

Zoe Dagless

Director & Financial Planner

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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.

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My details

I like helping people on:

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Pensions – Getting started

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Pensions - Approaching retirement

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Savings

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Goal based Financial planning

My qualifications:

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Chartered Financial Planner

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Certified Financial Planner

My charging model:

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Ongoing % fee

Have a look at my responses to readers' questions

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