Individuals

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Zoe Brett

Hello, I'm Zoe Brett

Financial Planner

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...

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My latest content and recommended reading

Blog

New ISA rules: 3 key changes

The start of the new tax year on 6 April will usher in some important changes for individual savings accounts (ISAs).

Zoe Brett
Zoe Brett,

15/04/2024

3 min read

Blog

‘Bed & ISA’ explained

With the dividend tax allowance dropping from 6 April 2024, now is the time to maximise your ISA allowance. A Bed & ISA involves transferring assets held outside of a tax wrapper into an ISA so any future capital growth or income on these assets is sheltered from tax.

Zoe Brett
Zoe Brett,

21/02/2024

3 min read

Blog

Keep your financial goals on track in 2024

Put yourself on the best financial footing possible for the New Year.

Zoe Brett
Zoe Brett,

08/01/2024

3 min read

Blog

Window is closing on last chance to maximise state pension

The number of National Insurance contributions you can buy back will change on 5 April.

Zoe Brett
Zoe Brett,

07/03/2023

3 min read

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