Zoe Ziegler
FPFS, AdvDipPFS, Cert CII (MP & ER)
With over 35 years’ experience in business, including more than a decade building and leading my own successful financial planning Practice, Ziegler Financial, I bring a strong combination of commercial understanding and financial planning expertise.
As a Chartered Financial Planner, I work with individuals, families and business owners whose financial affairs are often substantial or complex. I create clear, personalised plans to help my clients grow and protect their wealth, enjoy the retirement golfer they aspire to and pass assets efficiently to future generations.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
