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Clear Vision. Bespoke Advice for our Clients.

About Us

DipPFS CeMAP
BA (Hons)
Independent Financial Adviser, Director

Our vision here at ZR Financial Services Ltd is to help all clients, no matter your stage of life; whether you are just starting to save, or need help managing existing investments. We also can help you to start planning for retirement, manage the drawdown of your retirement funds, manage passing down your wealth to your family and friends, or simply to protect your loved ones.

Meet The Team

Zoe Reynolds

Zoe Reynolds DipPFS CeMAP BA (Hons)

Independent Financial Adviser | Director

I have worked in Financial Services since 2001 in various roles, before setting up ZR Financial Services Ltd. My true love is helping people achieve their financial goals, no matter how small or big. I love working with customers. I enjoy spending time with my family, keeping fit and travelling.

Carra Powell

Carra Powell

Paraplanner | Office Manager

Carra has joined us from a Global Financial Institution having worked there since 2005 gaining experience with the bank. Carra wanted to gain flexibility for her family whilst focusing her career on financial advice. Carra loves spending time with the family, socialising, keeping fit and walking.

Testimonials

Zoe took the time to understand my need and explain this clearly in plain English so that I understood the complexities around my current and new pensions arrangements. She is very relatable, good humoured and patient. I wouldn’t hesitate in recommending her.
I found Zoe very easy to work with. As a single woman, living on my own, with very little understanding of the financial world, it was good to feel completely at ease with Zoe. She came recommended by a friend and, in turn, I have passed on that recommendation to my friends. I really appreciate her help.

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