JM Finn has recently appointed Zoë Bancroft as an Investment Director to its specialist team managing investment portfolios for individuals under the Court of Protection or via Personal Injury Trusts.
Zoë has over 15 years’ experience in investment management, having begun her career at Investec, where she developed deep expertise in Court of Protection and Personal Injury portfolios. She works closely with solicitors, deputies and families to design long-term investment strategies that support lifetime financial needs, balancing capital preservation with sustainable growth.
Zoë continued in this specialist area following Investec’s merger with Rathbones, before joining JM Finn. She joins Investment Director Jonathan Taylor and Investment Manager Tom Cheesman who have also recently joined JM Finn, and her appointment further bolsters the firm’s considerable experience in investing on behalf of clients who are under order of the Court of Protection or who have been awarded personal injury settlements.
Zoë is a Chartered Fellow of the Chartered Institute for Securities & Investment, a qualified Technical Analyst, and holds the CISI Level 4 Certificate in Financial Planning.
