Zoe joined Progeny in the summer of 2023 following the acquisition of Lewis Brownlee Financial Services, where she served as a Director of the business. With nearly 20 years’ experience in the financial sector, Zoe is an expert in providing technical support to the advisory team.
Having previously worked at Coutts, where she worked alongside the director of wealth management for Sussex & Hampshire, Zoe is also an accredited APFS, Chartered Financial Planner. Zoe now sits on the Integrations team as a Project Manager, where she assists in the transition of Progeny’s new business acquisitions.
