Zoe Raynsford

Experience

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  Aviva plc

  Mar 2000 - Jun 2003

  Sales Support
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  Friends Provident

  Jun 2003 - Nov 2005

  Sales Support
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  First Wealth (London) Limited

  Aug 2006 - now

  Client Relationship Manager
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  First Wealth LLP

  Aug 2006 - now

  Paraplanner

  First Wealth LLP provides integrated solutions to entrepreneurs and professionals, covering tax planning, financial advice and investment management. Our approach is based on the close overlap between these three important disciplines. Our business model engages with Partners at successful accountancy practices, which we look to take on as private clients. Our focus and expertise in tax planning builds confidence with the Partners. We see accountants as a trusted adviser to their clients, and building confidence at a personal level then helps with the referral stream going forward. As with many good IFAs we utilise detailed cash flow planning tools to provide an interactive overview of the client’s financial future and what can be done to improve the picture. Giving clients options to help them with their decision process is crucial. The financial model creates a ‘personal business plan’ which can then be used to gauge success on an annual basis.Finally, to give our clients the best opportunity to achieve their financial goals, we have designed and implemented our own award winning discretionary management proposition, Quantum Investment Portfolio. Risk control is at the core of our portfolios and asset allocations are dictated by the required internal rate of return identified in each ‘personal business plan’. Show less