Zoe Till

Partner & Chartered Financial Planner

Accepting new clients via ReviewSolicitors

Zoe joined Nelsons in July 2018 and is a Partner and Chartered Financial Planner in our Investment Management team. Zoe’s areas of expertise include investment advice, retirement planning, Inheritance Tax and lifetime cash flow modelling. Areas of Expertise - Personal Injury Trust investment - Pensions and retirement planning - Investment advice for individuals and trustee clients - Investment fund research and analysis - Inheritance Tax planning - Life insurance advice Professional Information - Chartered Insurance Institute (CII) Level 6 Advanced Diploma in Regulated Financial Planning (APFS) - Qualified Member of the CII and Personal Finance Society - First Class Honours Degree in Financial Services

  • Regulated by: The Solicitors Regulation Authority

  • Based in Nottingham, Nottinghamshire
  • Licensed for 3 years

Accepting new clients via ReviewSolicitors

Zoe joined Nelsons in July 2018 and is a Partner and Chartered Financial Planner in our Investment Management team. Zoe’s areas of expertise include investment advice, retirement planning, Inheritance Tax and lifetime cash flow modelling. Areas of Expertise - Personal Injury Trust investment - Pensions and retirement planning - Investment advice for individuals and trustee clients - Investment fund research and analysis - Inheritance Tax planning - Life insurance advice Professional Information - Chartered Insurance Institute (CII) Level 6 Advanced Diploma in Regulated Financial Planning (APFS) - Qualified Member of the CII and Personal Finance Society - First Class Honours Degree in Financial Services

  • Regulated by: The Solicitors Regulation Authority

  • Based in Nottingham, Nottinghamshire
  • Licensed for 3 years

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5.0
Excellent
95%+
Value for
Money
95%+
Success
Rate
95%+
Would
Recommend
Communication 5.0/5
Initial Impressions 5.0/5
Approachability 5.0/5
Documentation Accuracy 5.0/5
Legal Knowledge 5.0/5
Value for money 5.0/5
Expertise

Experience

  • Nelsons Solicitors Limited

    Investment Director & Chartered Financia

    Until Present

Opening hours

Monday 09:00–17:00
Tuesday 09:00–17:00
Wednesday 09:00–17:00
Thursday 09:00–17:00
Friday 09:00–17:00
Saturday (Closed)
Sunday (Closed)

Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ

Reviews

5.0 /5 4 Reviews
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Anonymous

Money & Tax

Very grateful

I'm very grateful for all your efforts. It's so good to receive words of support and I really hope all this hard work from everyone who's helping me ends in an acceptable result for me.

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Anonymous

Money & Tax

Thank you Zoe

Just to say thank you Zoe for all your help and support that you have given me, I couldn't have done it without you.

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Anonymous

Money & Tax

Extremely thorough

Everything is explained to me properly and the reports I've been given are extremely thorough. When I email or message I get a prompt response. I am always treated with courtesy and respect. My adviser [Zoe Till] seems to genuinely care about my needs and requirements and is always professional...I really appreciate that the options suggested to me for my investments had been checked by modelling for potential risks and worst-case scenarios. My adviser remembers personal details the first time she is told, which is brilliant and to me proves she listens to me properly. I feel I am treated as a person, not just a faceless client.

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Anonymous

Money & Tax

Good communication

Communication with the firm is good. I feel as confident as I can be that I am receiving appropriate advice. Costs are broadly in line with what I would expect given the input I am receiving.

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