Zoe Taylor Financial Planning - part of CBR Wealth Management LTD

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One Business Village
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Emily Street

Approachable, honest and expert financial advice, delivered face to face in plain English.

As well as offering workplace seminars and speaking at public events to make financial advice accessible to everyone, regardless of their position, I also help businesses and individuals implement strategies to;

  • Tax efficiently structure your estate to create a diverse, sustainable portfolio that will help you retire at your desired age, with funds to do all the things you hope to do when you finish work or leave a business.
  • Pass wealth to the next generation, helping to mitigate inheritance tax liabilities and make considered and informed decisions on timing, risk and control.
  • Manage property and other investments tax efficiently – my background in investment property gives me a whole new perspective, I have lots of techniques to maximise property income to meet all kinds of wider financial goals. It’s what you do with it that counts!
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