Zoe Taylor Chartered Financial Planning
ZT
Financial Advisors
Zoe Taylor Chartered Financial Planning
4-5 Lora Courtyard Wykeham Business Centre, Scarborough YO13 9QP
# Zoe Taylor Chartered Financial Planning
Zoe Taylor Chartered Financial Planning is a St. James's Place Partner Practice based in Scarborough, specialising in financial advice for clients navigating complex and vulnerable circumstances. Led by Chartered Financial Planner Zoe Taylor, the practice combines technical expertise with empathetic guidance to help clients make informed financial decisions during challenging life transitions.
The firm serves individuals facing sudden wealth (inheritances, lottery wins, personal injury awards), those managing financial responsibilities as attorneys or trustees, and people dealing with major life events including divorce, retirement, ill health and long-term care planning. Zoe holds Fellowship and Chartered status from the Chartered Institute of Insurance—the UK's gold standard in financial planning—plus a distinction-graded Master's degree in finance.
What sets this practice apart is its specialised focus on financial vulnerability. Zoe is an accredited board member of the Society of Later Life Advisers, a Dementia Friend, and serves on vulnerability advisory panels and the Financial Vulnerability Taskforce. She's also an independent researcher for The Finance in Society Research Institute and chairs an ethics and scrutiny committee. This depth of accreditation and involvement demonstrates a genuine commitment to supporting clients in delicate situations with both technical knowledge and emotional intelligence.
The practice has garnered recognition in prestigious publications including Investors' Chronicle, FT Adviser and Money Marketing, with Zoe regularly speaking at professional events across the country about vulnerable client support.
Zoe Taylor Chartered Financial Planning is a St. James's Place Partner Practice based in Scarborough, specialising in financial advice for clients navigating complex and vulnerable circumstances. Led by Chartered Financial Planner Zoe Taylor, the practice combines technical expertise with empathetic guidance to help clients make informed financial decisions during challenging life transitions.
The firm serves individuals facing sudden wealth (inheritances, lottery wins, personal injury awards), those managing financial responsibilities as attorneys or trustees, and people dealing with major life events including divorce, retirement, ill health and long-term care planning. Zoe holds Fellowship and Chartered status from the Chartered Institute of Insurance—the UK's gold standard in financial planning—plus a distinction-graded Master's degree in finance.
What sets this practice apart is its specialised focus on financial vulnerability. Zoe is an accredited board member of the Society of Later Life Advisers, a Dementia Friend, and serves on vulnerability advisory panels and the Financial Vulnerability Taskforce. She's also an independent researcher for The Finance in Society Research Institute and chairs an ethics and scrutiny committee. This depth of accreditation and involvement demonstrates a genuine commitment to supporting clients in delicate situations with both technical knowledge and emotional intelligence.
The practice has garnered recognition in prestigious publications including Investors' Chronicle, FT Adviser and Money Marketing, with Zoe regularly speaking at professional events across the country about vulnerable client support.
Services offered
Financial planning for vulnerable clientsInheritance and sudden wealth adviceDivorce financial planningRetirement planningLong-term care and health-related financial guidanceTrustee and attorney financial supportLater life financial planningWealth management