Hello, I'm Zoe Brett
Financial Planner
With over 20 years in financial services, I enjoy problem solving and find it incredibly rewarding to find the best solution for a client. It’s a privilege to play a part in a client’s journey to success and I take a great pride in seeing their lives blossom.
The technical nature of financial planning has always been alluring to me. From investing to retirement planning, I am regularly diving into the technical side of my client’s situation to find an answer for their question or issue.
In my spare time I enjoy volunteering with several charities, working on her community gardens, travelling, socialising with friends, and spoiling the love of my life – my dog, Luna.
I Joined EQ Investors in 2019 and since then, my passion and love for financial planning have only grown. With over 20 years in financial services, I enjoy problem solving and find it incredibly rewarding to find the best solution for a client. It’s a privilege to play a part in a client’s journey to success and I take a great pride in seeing their lives blossom. The technical nature of financial planning has always been alluring to me. From investing to retirement planning, I am regularly diving into the technical side of my client’s situation to find an answer for their question or issue. In my spare time I enjoy volunteering with several charities, working on her community gardens, travelling, socialising with friends, and spoiling the love of my life – my dog, Luna.
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
Just switched jobs. How will my new role affect my finances?
How should you prepare financially for a new job or career change? We have put together a comprehensive list of financial planning must-dos when you move company, change career or get a promotion.
23/06/2025
4 min read
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
