Zoe Wheeler
Client Relationship Manager
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.
QualificationsQualifications
Qualifications
Zoe in the spotlight
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.
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.
I was able to relax knowing that the queries and complexities of dealing with providers of my pension were being handled for me.
Everything is clearly explained and nothing is too much trouble for this professional and friendly team.
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.
I am very happy with the personal approach and understanding of my financial requirements by Greg.
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.
July 2020
I have always found your company and your team to be very informative, helpful and well-organised. Following your suggestion to inform HMRC of the change in my investments, I have just received a cheque from them. I am delighted that I took your advice!
Get in touch
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