Individuals

Meet the team

Zoe Brett

Hello, I'm Zoe Brett

Senior Technical Consultant

Zoe has worked in financial services since 2002. She is very passionate about financial planning and thoroughly enjoys her role as Senior Technical Consultant 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.

Book a call at a time that suits you

My latest content and recommended reading

Financial Planning

Daring to dream with cash flow modelling

In the hands of an experienced practitioner, cash flow modelling can give you a glimpse of the future, almost like looking in a crystal ball. This short piece explains how we use cash flow modelling at EQ to help people realise their hopes and dreams for the future.

Zoe Brett
Zoe Brett,

20/08/2020

2 min read

© 2021 EQ Investors Ltd. Company registered in England and Wales (No.07223330). EQ Investors Limited is authorised and regulated by the Financial Conduct Authority (Ref. 539422). UK Investors only.