Professionally
Zoey has provided an outsourced accounts department for us since 2017.
During her time working with us, Zoey has streamlined our accounting and management account functions, and is actively involved in improving management information to help enable the directors to meet their business targets.
Zoey has an extensive background in financial services, having started her career over 25 years ago as a Financial Controller for an adviser and general insurance company. She started her own company in 2004 to provide outsourced accounts support for financial advisers. She enjoys working with firms that have the drive and focus to be the best that they can for their clients.
Personally
Outside working life, Zoey can often be found in the great outdoors. Being a very active person, she enjoys walking her two dogs, mountain biking, kayaking, hiking, Pilates and swimming. She is soon to learn the ropes of yachting too.
Zoey is also a keen cook and enjoys nothing more than rustling up food from scratch and learning new skills and techniques in the kitchen. She is currently developing her own vegetable patch so that more of the food she cooks comes straight from the garden.
What our clients say
I have been dealing with Taylor & Taylor for the last 15 years. Their service and approach to retirement advice throughout has been excellent.
I have been a client of T&T for many years now. I trust them completely to look after my family's wealth.
I’ve used Taylor and Taylor for years and always received the best advice and accessibility. I would not use anyone else.
T&T have provided a high-end, personalised financial relationship which gives me great confidence and stress-free financial support.
In the four or five years I have dealt with Taylor & Taylor, they have offered me clear, unambiguous advice that has already helped me make a healthy return on my financial investments.
My family have been using Taylor and Taylor for many years and we have recommended them to friends and colleagues.
I appreciate the warm, professional and competent way in which you have dealt with me for the last forty years.
Taylor & Taylor are knowledgeable, professional and are very good communicators.
Taylor & Taylor provide a great, truly personal service, using their skill, knowledge and experience to deliver peace of mind.
I have always appreciated the understanding of the situation and the options provided, always listened to the prompt advice offered.
Speak to a member of our team today
Taylor & Taylor Financial Planning, 94 Chorley New Road, Bolton, BL1 4DH
