Our Team

Zoe Tate Cert CII (MP)

Senior Mortgage and Protection Adviser

Zoe joined the mortgage team as a trainee adviser in November 2013 and gained ‘Competent Adviser’ status in April 2015. Zoe previously worked for The Royal Bank of Scotland for 5 years.

In her current role as a Senior Mortgage and Protection Adviser she has responsibility for managing a number of our key business accounts as well as looking after our existing clients. Zoe’s particular area of expertise is advising on shared ownership ‘stair casing’.

Outside of work Zoe is a keen supporter of various charities and will often undertake a physical challenge to raise money. Recent events include the London to Southend bike ride, the Nuclear Blackout race and a sky dive. She also enjoys travelling, eating out and shopping.

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