Member Bio
I’m Zoë, a financial educator, speaker and former international wealth manager, helping people and businesses make better sense of money.
I started my career in wealth management, working with high-net-worth clients across the UK and Europe, before moving into fintech and financial education. I’ve worked with fintech and edtech organisations including Female Invest, Propelle and Elent delivering financial education, content, webinars and events to audiences ranging from corporate teams and professional communities to schools and online audiences.
I’m now the founder of Words on Wealth, where I translate investing, financial markets and personal finance into clear, practical information without the jargon. I also work directly with businesses, delivering workplace talks, workshops and ongoing financial education programmes designed to build financial confidence among employees.
My sessions cover topics including investing, pensions, financial markets, saving and investing, tax and pay, and the financial decisions that come with different life and career stages. I can also create bespoke sessions around the needs of a particular team.
Alongside financial education, I’m available for speaking, panel moderation, podcast appearances and selected content and brand collaborations.
I’m based in Bath (originally hailing from North Yorkshire) and work with businesses across Bristol, Bath, London and beyond, as well as organisations further afield.
Key People
Zoe Burt
Zoë Burt is a financial educator, speaker and former international wealth manager. Through Words on Wealth, she makes investing, markets and personal finance easier to understand. She has worked across wealth management, fintech and financial education, and is a qualified UK and US financial adviser. Zoë regularly speaks about investing, financial confidence and money, and delivers financial education for individuals, audiences and workplaces.