Career Profile
Emma joined Active Chartered Financial Planners in 2016.
A highly knowledgeable and approachable chartered financial planner, Emma became a fellow of the Personal Finance Society (PFS) in 2022. Fellowship is the highest qualification in our industry.
Emma is proud to be an associate member of Resolution, a prestigious organisation that acknowledges financial advisers for their exceptional skill, proficiency, and experience.
As a Resolution member, Emma is dedicated to supporting families navigating separation and divorce, ensuring they receive the necessary assistance.
By adhering to Resolution’s rigorous standards and code of practice, Emma ensures that clients receive the highest quality of service, with a focus on personalised strategies and long-term success.
Key Services
Emma offers exceptional service across all areas of financial planning, including investments, pension planning, estate planning, and protection planning for both businesses and individuals.
Emma specialises in working with clients within the NHS throughout their careers, particularly as they approach retirement. She has a deep understanding of the complex pension provisions within the NHS, ensuring her clients receive the best advice and support during this critical phase.
Additionally, Emma has developed a highly sought after reputation in supporting those going through sensitive times such as illness, divorce, and bereavement. Through being involved at an early stage, Emma ensures that financial planning provides the best possible outcome for clients in these emotional and challenging situations.
Known for her friendly and honest approach, Emma prioritises her clients’ needs, ensuring they have a clear understanding of their tailored financial plans.
Click here to find out what Emma’s clients say
“Emma was an absolute super star. She really knows her stuff. Emma spent precious time with me, understanding my needs, my financial situation and my business. Emma explains things clearly and pragmatically. I wouldn’t hesitate to recommend her”
Qualifications
– Investment principles and risk – (R02, 2022)
-Investment planning – (AF4, 2022)
-Retirement Income Planning – (AF8 2019)
-Pension Income Options – (J05 2019)
-Pension Transfers (AF7 2019)
-Financial Planning Process (AF5 2016)
– Pension Update (R08 2016)
– Pensions and Retirement Planning (R04 2015)
– Financial Services Products (FA7 2015)
– Long Term Care Insurance (CF8 2015)
– Financial Planning Practice (R06 2014)
– Advanced Mortgage Advice (R07 2014)
– Equity Release (ER1 2014)
– Financial Services, Regulation and Ethics (R01 2013)
– Financial Protection (R05 2013)
– Mortgage Advice (CF6 2013)
– LLB Law Hons Degree (2010)
