Career Profile
Entering the financial services industry in 2013, Emma progressed through her qualifications quickly to become an Independent Financial Adviser in early 2015, joining Active the following year.
The Telegraph named Emma in their Guide to Financial Advisers 2020, as did The Times in their 2020 & 2019 guides to the “UK’s Top-Rated Financial Advisers” – based on feedback from her clients on their interactions and experience.
In 2018, Emma was recognised at the Women in Finance Awards, reaching the final in the ’Wealth Management Rising Star of the Year’. In the same year Emma was shortlisted in the category ‘Financial Adviser of the Year’ at the Women in Financial Advice awards.
Previously, Emma featured in The Sunday Times’ ‘UK top 250 Mortgage advisers’ 2017 & 2016 editions, The Sunday Telegraph’s ‘Top Rated Professionals 2015’ and The Times’ ‘Top Rated Adviser in the UK 2014’.
Key Services
Emma offers expertise and advice across a range of financial planning areas, including investment & retirement planning, equity release & mortgages (purchases & re-mortgages). Emma also advises on family, business and associated mortgage protection (including life cover, critical illness and income protection etc).
Emma’s clients are based mainly in the North East; Teesside and County Durham, but she does advise clients across the whole of the UK.
Currently, Emma is studying towards becoming a Chartered Financial Planner and Fellow of the Chartered Insurance Institute (CII).
Qualifications
-Retirement Income Planning – (AF8 2020)
-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)
– Financial Planning Practice (R06 2014)
– Advanced Mortgage Advice (R07 2014)
– Equity Release (ER1 2014)
– Long Term Care Insurance (CF8 2014)
– Financial Services, Regulation and Ethics (R01 2013)
– Financial Protection (R05 2013)
– Mortgage Advice (CF6 2013)
– LLB Law Hons Degree (2012)
