Zoe Burt | Words on Wealth Opiniões 

4
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TrustScore: 4 em 5

4,0

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Informações sobre a empresa

  1. Serviços de finanças alternativos

Escrito pela empresa

Words on Wealth is a financial education business founded by Zoë Burt, a UK-qualified financial adviser (DipFA) and Series 65 qualified former international wealth manager. We help people make sense of their money, with a particular focus on investing, pensions, saving and building long-term financial confidence. Our aim is to make financial topics easier to understand and turn complicated information into practical, useful knowledge that people can apply to their own lives. Alongside our online content and educational resources, Words on Wealth works with businesses to provide workplace financial education through talks, workshops and sessions for employees. These cover topics such as understanding your workplace pension, investing beyond your pension, building financial confidence and navigating important financial decisions and life stages. Our sessions are designed to be practical, engaging and jargon-free, giving employees the opportunity to ask questions and understand the financial topics that are relevant to them. We can also tailor sessions to the needs and interests of individual organisations. Zoë's background in wealth management means Words on Wealth combines professional financial experience with an accessible approach to financial education. The focus is on helping people understand their options and make more informed decisions, rather than overwhelming them with technical language. Words on Wealth provides financial education and does not provide individual financial advice through its educational content or workplace sessions.


Informações de contacto

4,0

Bom

TrustScore: 4 em 5

4 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico recente de solicitação de opiniões

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4,0

Todas as opiniões

(4)

4 opiniões nos últimos 12 meses

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Classificada 5 em 5 estrelas

Extremely knowledgable and a brilliant communicator

I've worked with Zoë both on a corporate and personal level, and found her not only to be extremely knowledgable, but also an incredibly clear communicator when it comes to explaining and sharing her knowledge. Whether it's pensions, savings or investments, I would not hesitate in recommending a session (or bank of sessions) with Zoë for you and/or your team, to enhance your financial education and give you confidence in the ongoing management of your finances.

27 de agosto de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Approachable, informative and genuinely useful

I really enjoyed Zoe's session and found it genuinely useful. She did a brilliant job of breaking down what can feel like a really complicated world of pensions, investments and finance, without making it feel overwhelming or full of jargon.

As a team of four, we were able to have some really useful conversations and I came away feeling much more informed and confident about the topics we covered.

It was a really approachable and valuable session, and I'd definitely recommend Zoe to other teams looking to better understand their finances and pensions.

22 de julho de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Excellent Financial Education Workshops For Corporate Teams

We worked with Zoë Burt from Words On Wealth to provide a corporate Financial Education (Introduction To Investing & Pensions) workshop for our team. She deep dived into pensions and provided an introduction to investing, helping our team gain confidence and better understanding to navigate the complex world of personal finances! We’re working with her on an ongoing basis to provide continued financial education, refresher lessons, Q&A and ‘ask the expert’ sessions.

Zoë has this incredible way of demystifying complex finance topics, breaking them down into simple, clear language free of any jargon.

I would wholeheartedly recommend her to any other businesses looking to provide more in-depth insight and financial education to their teams.

22 de julho de 2026
Opinião espontânea

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