“Helping clients make confident financial decisions is more than a job to me – it’s a privilege. Your goals aren’t just financial – they’re personal. That’s why I invest my time in understanding both.”
- Locations
- Glasgow
- Phone number
- 01413148115
Zoe joined RBC Brewin Dolphin in 2007, as an Investment Manager after spending 6 years at Barclays Wealth. She became a Divisional Director in 2016 before being appointed as a Senior Director and the Head of Office in Glasgow. Zoe is a Fellow of the Chartered Institute for Securities & Investment and manages discretionary portfolios from private clients, trusts, incorporating tax-wrapped portfolios such as SIPPs and ISAs. She deals directly with private individuals but also supports the Intermediary team within the Glasgow Office.
Outside work, Zoe she is a Director of the Merchants House of Glasgow and sits on the charity’s Finance Committee. She is also a keen horse rider and tennis player.