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
Why the 2026/27 tax year is a bigger deal for your ISA
Savers face significant changes next year. To encourage more investing, the government will cut the cash ISA allowance for most adults and adjust investment ISAs too.
10/07/2026
3 min read
Article
Spring clean your finances: Ten financial planning essentials
Here are ten steps worth taking, and a few pitfalls worth avoiding.
13/04/2026
4 min read
Blog
Charitable giving in your Will: The true impact on Inheritance Tax
There are many reasons why you might gift some money to charity, but many are unaware of the Inheritance Tax benefits.
03/02/2026
3 min read
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
