Partner & Chartered Financial Planner at Nelsons Solicitors Limited
Zoe Till
Partner & Chartered Financial Planner
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
Pennine House, 8 Stanford Street, Nottingham, NG1 7BQ
Licensed for 1 years
Practice Areas
Money & Tax
- Money & Tax 100%
4 Client Reviews
Overall experience
- Value For Money
- Communication
- Initial Impressions
- Approachability
- Documentation Accuracy
- Legal knowledge
About Zoe Till
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
Languages Spoken: English
Contact Zoe Till
Resume
WORK EXPERIENCE
Title
Name
Duration
Investment Director & Chartered Financia
Nelsons Solicitors Limited
?-present
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.
Solicitor named in this review: Zoe Till
Was this review helpful? Yes
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.
Solicitor named in this review: Zoe Till
Was this review helpful? Yes
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.
Solicitor named in this review: Zoe Till
Was this review helpful? Yes
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.
Solicitor named in this review: Zoe Till
Was this review helpful? Yes