Zoe joined Portfolio as a Client Relationship Officer in May 2021. She has 4 years of experience in financial administration based roles, including working for another firm of financial advisers. This has enabled her to develop many skills that are crucial for her role such as excellent report writing, research and organisational skills.
Zoe graduated from Aberystwyth University with a Bachelor’s of Science Degree in Accounting and Finance with Law in 2017. She is currently studying for the Certificate in Paraplanning.