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Holly Mackay
Holly MackayFounder and CEO
Zoe Dagless
Contributor

Zoe Dagless

Director & Financial Planner

London
Zoe Dagless
Contributor

Zoe Dagless

Director & Financial Planner

London

This profile page is for Zoe Dagless, Senior Financial Planner on Boring Money Advice. This adviser directory allows you to browse trusted, vetted financial advisers. Enter your location or use the advanced filters to find the perfect match.

About Zoe Dagless

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.

Likes
Food
Skiing
Time with my baby (stop growing up!)
Dislikes
Anything to do with printers
Bananas
Bad customer service

Information

Specialisations

Pensions
Retirement planning
Savings
Goal-based financial planning

Qualifications

Chartered Financial Planner
CII Level 4 Diploma in Regulated Financial Planning

Fee structure

Ongoing % fee