Meet Zoe

Zoe has more than two decades’ administration and customer service experience. She brings all her skills and extensive knowledge to her role at Warwick Financial Solutions. As Client Relationship Manager, it is Zoe’s role to ensure that all clients’ needs are understood and met, and that there is always someone at the end of the telephone, email, or at the front desk to speak to our clients when they need us.

Zoe is passionate about providing a first class service to clients and enjoys being in a role that allows her to use her key strengths as a highly motivated, organised individual with an eye for attention to detail, on a daily basis.  She loves the team she works with as well as her role.

How I like to spend my time outside work

Spending time with family and reading.

The important stuff

Just as we encourage and support our clients to achieve their goals, so we provide encouragement and support for our team members to do the same. You can see the qualifications that Zoe has obtained below.

Qualifications

Zoe in the spotlight

What do you enjoy most about your job?

Knowing we have done the best for our clients.

Is there a sports team you support?

Harbury Rugby Team Under 14’s (my son’s team)

Food heaven and food hell… What are they to you?

Foo heaven = Mexican
Food hell = Eggs

Is there anything you’re embarrassingly bad at?

Geography… I thought the Outer Hebrides were in Jamaica!

What is the last book you read that you couldn’t put down?

‘Cilka’s Journey’. I was a bit apprehensive reading this as it’s written by the same author of ‘The Tattooist of Auschwitz’ and I thought it may be repetitive but I was wrong, and totally different story and it was a really enjoyable read.

What is one show you never, ever miss an episode of?

The Great British Bake Off

Three things guaranteed to make your day better:

Laughing, banter, hugs from my children

What do you have absolutely no patience for?

Incompetence

Which famous person would you most like to have (or have had) a conversation with?

Jack Black - I love his personality.

What three items would you take with you to a desert island?

Anti-wrinkle cream, wine, Sudoku.

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You make life easy for us to enjoy. We don’t have to worry about our finances as you look after our finances in the same way as you look after your own.

Mr & Mrs K, Stratford

2020

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We have used Warwick Financial Solutions for many years, and have always been very happy, and felt secure, within the advice given.

Alison F, Pershore

August 2020

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Warwick Financial Services have managed and advised all aspects of my financial life for almost 15 years. Over the 15 years they have consistently given high quality advice in a clear and friendly way.

Simon

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Our personal circumstances are always taken into account in fine detail, and explanations are always clear, and given with great patience!

Alison F, Pershore

August 2020

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Gary has been incredibly helpful and reassuring throughout the entire process. We cannot fault the service we received. He was always just on the other end of the email or the phone.

Client

July 2020

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A very big thank you to Adam at Warwick Financial Solutions for continued support on a range of financial matters from financial planning to savings and pension advice.

Client

October 2020

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I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.

Client

October 2020

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During the challenging times of Covid-19, the high standards I have come to expect did not falter and I was impressed, although not surprised, with how the company adapted so quickly and so well.

Client

October 2020

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Everything is clearly explained and nothing is too much trouble for this professional and friendly team.

Client

October 2020

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Richard helped me by explaining my options for retirement. He took time to understand my goals and objectives and helped me plan for the future.

Client, Durham

December 2016

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Gary has been incredibly helpful and reassuring throughout the entire process, and we cannot fault the service we received. He was always just on the other end of the email or the phone and always replies very promptly no matter how small/large the questions.

Natalie

July 2020

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I am very happy with the personal approach and understanding of my financial requirements by Greg.

Carol Innes

July 2020

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Richard takes the time to understand our objectives, analyse our situation, and explain his findings without being patronising. He is straightforward and highly professional which is why we trust his advice.

John Wibberley

July 2020

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