Zoe Shemmans

Client Support

When our doors are open

Zoe works in client servicing on a day-to-day basis, supporting the smooth running of the client journey. Her role includes new business processing, preparing for annual reviews, booking clients in for meetings, and preparing and checking illustrations, application forms, and client packs.

She plays an important part in ensuring everything is accurate, organised, and ready for both clients and planners, helping to maintain a consistent and efficient service.

After we lock up

Zoe is an avid Aston Villa fan and follows the team home and away, having only missed one European fixture. She also enjoys spending time with her family and friends, as well as her two cats, Bella and Molly.

Zoe in the spotlight

The three qualities that draw me to new people are:

1) Attentiveness.

2) Kindness.

3) Humour.

The three people at my dream dinner party would be:

1) Unai Emery.

2) Martin Luther King.

3) Rosa Parks.

Three things I haven’t done so far are:

1) Owned my own home.

2) Achieved my long-term goal of becoming a paraplanner.

3) Been skydiving.

Key Financial Planning
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