Emma joined her father in the practice in 2001, following extensive experience gained in the industry.

Dedicated to the development of the team, and its offering to clients, she is passionate about building a Practice which offers equal support to both corporate and private clients through an individual approach.

With Emma comes charisma and a strong commitment to her clients’ best interests. Passionate about bringing financial planning to the forefront of clients’ minds her straightforward style paints a clear picture, so people can truly understand their financial position.

With a sincerely thorough approach, Emma’s clients benefit from an awareness of every opportunity available to them, as she revels in uncovering the best possible route for every circumstance.

Her Specialisms

An impressive track record for companies' group pensions; income replacement; death in service schemes and shareholder protections.

• Working with Owner Managed Businesses
• Attention to detail and regular reviews
• Ensuring both client and adviser understand their roles in strategic future planning.
• Holistic Retirement Planning e.g. *Buy to lets, business sale, inheritances as well as Pension
• Long term relationships

Emma brings experience from:

• MA from University of Glasgow
• Year at University in USA
• Large Plc and Investment Bank
• Chartered Insurance Institute’s Financial Planning Certificate
• Mortgage Advice Qualification

* This is not regulated by the Financial Services Authority.