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Zoe Leek

Cert CII (MP & ER)

Paraplanner and Mortgage Co-ordinator

Working in financial services has always appealed to me and rather than taking up a place at University I spent two years working for a local building society before joining Walden Capital in 2018 as a financial administrator.

Several exams later my current role is Paraplanner and Mortgage Co-ordinator within the Technical team. I am working hard to obtain my Level 4 diploma qualification.

Most of my working day is spent supporting the advisers in meetings, carrying out research, and writing detailed reports recommending financial solutions for our clients. I am also the main point of contact for our Mortgage and Equity Release enquiries. Being fully qualified in these areas, I particularly enjoy researching and proposing our recommendations that provide the best-fit solution for our client’s needs.

Outside of work, I spend time with friends, keep active, attend concerts and music events, and I am a wine connoisseur!

Zoe Leek
Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

Knowledge & resources

The latest news, information and opinion on the current financial situations and trends plus useful guides to investing, pensions and making the most of your wealth.

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