Hello, I'm Zoe Brett
Financial Planner
In her spare time she enjoys working with a number of charities, travelling to undeveloped countries and socialising with friends.
Zoe has worked in financial services since 2002. She is very passionate about financial planning and thoroughly enjoys her role at EQ. Zoe finds her role very engaging and loves nothing more than a good deep dive into the technical aspects of financial planning. She enjoys problem solving and finds it incredibly rewarding to find the perfect solution for a client. Zoe feels privileged to play her part in a client’s journey to success and takes great pride in seeing their lives blossom. In her spare time she enjoys working with a number of charities, travelling to undeveloped countries and socialising with friends.
My specialities are...
Get in touch if you want to know more
We are proud of the relationships that we build with our clients. We look after their money as if it was our own.
My latest content and recommended reading
Blog
International Women’s Day 2025: Beat the gender pension gap
International Women's Day 2025's theme, 'Accelerate Action', highlights the urgent need to take swift and decisive steps toward achieving gender equality. While celebrating how far we’ve come, it’s vital to also recognise the ongoing need to tackle lasting gender barriers.
08/03/2025
3 min read
Article
What happens when you inherit investments?
By 2027, it is expected that intergenerational wealth transfers will nearly double from the current level of £69 billion, to £115 billion every year. Investment portfolios are a common way that beneficiaries will receive assets.
17/02/2025
4 min read
Blog
Keep your financial goals on track in 2025
Put yourself on the best financial footing possible for the New Year.
06/01/2025
3 min read
Blog
Good Money Week 2024: Three things you can do to manage your finances in a sustainable way
Building sustainable money habits - a path to financial wellbeing.
03/10/2024
3 min read
