Zoe Dagless

Zoe Dagless

Senior Financial Planner

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Greater London

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About me

I am a Chartered and Certified Financial planner at Vanguard. Prior to joining Vanguard, I spent most of my career at an independent financial planning firm specialising in enterprising women and their families. My focus is on the technical aspects of financial planning, particularly the complexities around pensions. 

My main goal at Vanguard is to give the best advice to investors, and ensure their money is enabling them to enjoy their lives and achieve their goals. Vanguard’s approach is grounded in four principles encompassing a simple and effective overarching philosophy: Goals, Balance, Cost and Discipline. In essence, this means helping investors focus on the things within their control, and tuning out the noise. Time has shown it’s the best way to give investors the best chance of investment success!

My details

I like helping people on:

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Pensions – I’m getting started

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Pensions - I’m approaching retirement

My qualifications:

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Chartered Financial Planner

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Certified Financial Planner

My charging model:

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