Emily joined the company in October 2012 and has over 20 years’ experience in financial services.
Emily’s main focus is working with high net worth individuals, implementing financial solutions to help her clients achieve their goals and objectives, while building long term relationships based on trust.
Specialising in wealth management, retirement planning and Inheritance Tax mitigation, Emily is also working towards Chartered status.
Emily is a proud Auntie to two nephews, who she loves spending time with. She also loves to travel and explore new destinations.
