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
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
Article
The rewards of giving
Since divorcing Jeff Bezos in 2019, Mackenzie Scott has reportedly donated over $16.5 billion to charities and good causes. The Bill & Melinda Gates Foundation has reportedly donated $59 billion and Warren Buffett an estimated $51 billion. But why? They’ve worked hard for their wealth, they’ve earned it, they’ve sacrificed for it. Why just give it away? Well, it seems that money does in fact buy happiness but not how we might think.
14/08/2024
3 min read
Blog
Seven ways to build a healthy relationship with money
What does a healthy relationship with money look like, and how do you cultivate it?
01/06/2024
3 min read
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).
15/04/2024
3 min read
