Biography
Zoe is an Investment Director at JM Finn, specialising in managing tailored investment portfolios for individuals under the Court of Protection and those with Personal Injury Trusts. She works closely with solicitors, Deputies and families to design long-term investment strategies that support lifetime financial needs, balancing capital preservation with sustainable growth.
Zoe has over 15 years’ experience in investment management, having begun her career at Investec, where she developed deep expertise in Court of Protection and Personal Injury portfolios. She continued in this specialist area following Investec’s merger with Rathbones, before joining JM Finn to continue working alongside long-standing colleagues and clients.
She holds a Master’s degree in Financial Mathematics, and is a Chartered Fellow of the Chartered Institute for Securities & Investment, a qualified Technical Analyst, and holds the CISI Level 4 Certificate in Financial Planning.
Outside of work, Zoe enjoys spending time with her young family and her dog, Ponzi, and exploring London’s food scene.
Investment Director Freddy Colquhoun speaks with Freddie Gray, Deputy Editor of The Spectator, about the US midterm elections and the future of American politics.
The Office for National Statistics published the latest figures from the Annual Survey of Hours and Earnings, showing that care costs continue to rise faster than inflation.
Taking a long-term view is important to ride out the impact of short-term market fluctuations, writes Investment Director Paul Tyndall.