Zoe Alexander — Network Financial Advisor in Surrey
About Zoe Alexander
Zoe Alexander is a Wealth Manager at Littlewick Wealth Management, with 20 years’ experience in financial services, dedicated to supporting private clients, high-net-worth individuals, senior professionals, business owners and entrepreneurs. She provides highly personalised financial advice, helping clients take control of their wealth with clarity and confidence. Her work focuses on developing long-term financial strategies designed to protect and grow wealth responsibly, with particular emphasis on wealth protection, tax efficiency, investment planning, retirement planning and inter-generational wealth planning. Zoe takes a discreet, relationship-led approach, building lasting client relationships based on trust, consistency and a deep understanding of each client’s personal circumstances, ambitions and concerns around money. She combines technical expertise with ongoing monitoring of financial markets, geopolitics and macroeconomic trends, ensuring her advice remains thoughtful, relevant and resilient in changing conditions. Before her career in financial services, Zoe was a professional rider, producing sports horses for show jumping and eventing — an experience that reflects her discipline, resilience and strong work ethic.
Services
- Retirement planning
- IHT planning
- Insurance
Qualifications
Zoe holds relevant financial planning qualifications and has almost two decades of experience advising private clients, high-net-worth individuals and entrepreneurs. Her professional background includes wealth management, portfolio management, asset management, financial markets and financial advisory services.
Fees
Littlewick Wealth Management is part of the St. James’s Place network. Fees typically include an initial advice fee, calculated as a percentage of the assets being managed, followed by a smaller ongoing advice fee from year two onwards, also calculated as a percentage of assets under management. The exact fees will depend on the client’s circumstances and the level of advice required. Zoe will explain all fees clearly during the initial consultation, ensuring clients understand any costs before proceeding.
Regulation
Zoe Alexander is FCA-verified (firm: Littlewick Wealth Management).
Frequently Asked Questions
Is Zoe Alexander a regulated financial advisor?
Yes. Zoe Alexander is FCA-verified and authorised under Littlewick Wealth Management, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Zoe Alexander offer?
Zoe Alexander offers Retirement planning, IHT planning, Insurance.
Where is Zoe Alexander based?
Zoe Alexander is a network financial advisor based in Surrey, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
How does Zoe Alexander charge for financial advice?
Littlewick Wealth Management is part of the St. James’s Place network. Fees typically include an initial advice fee, calculated as a percentage of the assets being managed, followed by a smaller ongoing advice fee from year two onwards, also calculated as a percentage of assets under management. The exact fees will depend on the client’s circumstances and the level of advice required. Zoe will explain all fees clearly during the initial consultation, ensuring clients understand any costs before
What qualifications does Zoe Alexander hold?
Zoe holds relevant financial planning qualifications and has almost two decades of experience advising private clients, high-net-worth individuals and entrepreneurs. Her professional background includes wealth management, portfolio management, asset management, financial markets and financial advisory services.
How do I book a meeting with Zoe Alexander?
You can book a free initial consultation with Zoe Alexander directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.