An Associate Partner Practice of St. James's Place Wealth Management

Ziegler Financial

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Zoe Ziegler

DipPFS Cert CII (MP)
Through developing exceptionally strong, trusted and lasting relationships with clients, my aim is to help you plan today, how others will not, so you can live tomorrow, how others cannot.

About

Based in Yorkshire, but with clients across the UK, I provide advice to clients Nationwide.

Every clients’ needs and financial plans are personal to them and each have individual and specific requirements and financial goals. The service I provide is therefore bespoke to each individual client.

By helping you to identify what you really want to achieve, and build a plan that suits just you; I also take the time to explain everything in a way that makes sense, so that you have the guidance and understanding of an expert, the whole way through the process.

My approach to financial planning is based on working together in partnership with my clients to build a long-term relationship built on mutual respect, trust and understanding so that I can provide advice tailored to each clients’ individual objectives and aspirations.

I like to maintain regular contact with my clients to appraise them of financial news and business and political events that may influence their financial position and needs, as well as reviewing their own investment portfolio and ever-changing financial needs. Through regular formal and informal meetings, and backed up with regular communication with a range of newsletters, I help protect my clients' financial well being.

The level of satisfaction of clients can be judged by the fact that most new clients to Ziegler Financial are as a result of personal recommendation.

With over 25 years in client facing business, I have a strong focus on building Ziegler Financial solely on personal introductions and from long-standing professional relationships.

I am an Associate Partner Practice at St. James's Place Wealth Management and my expertise cover the broad spectrum of financial planning and will help you and/or your business. Due to ever changing circumstances, I feel that it is essential to write bespoke financial plans for clients to help them achieve their goals, and, more importantly, to review these plans regularly to ensure they remain current and accurate.

I therefore work closely with each of my clients, building a relationship based on trust and an in-depth understanding of your personal finances. This ensures that I am able to provide you with the advice that is needed, when it is needed.

In doing so, I seek to minimise your exposure to taxation, preserve and build your wealth and plan for future generations by prudent investment management, financial planning and active consultation. I always put the interests of my clients first and initial consultations or meetings are entirely without obligation.

My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.

There comes a point in most of our lives when it makes sense to take stock and make some strategic decisions. If you’re unsure how to get started, manage the wealth that you have, accommodate unexpected life changes, or you just need someone to explain everything in a way that makes sense, I would love to speak with you.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
Zoe Ziegler

32 The Village, Thorp Arch, LS23 7AG

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £87 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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Zoe Ziegler
Ziegler Financial