She has over 20 years of experience in the Financial Services industry, having first joined Halifax Bank while studying to become a teacher. She holds the DipFA qualification as well as the CF8 certificate.
Emma believes great financial advice should be clear, jargon‑free and built around what matters most to each client. Her aim is to create straightforward plans that help clients feel confident about the future and excited about achieving their goals. She particularly enjoys being part of a client’s financial journey and seeing their plans come to life, whether that means preparing for retirement, supporting family ambitions or making a once‑in‑a‑lifetime holiday possible.
Outside of work, Emma enjoys spending quality time with her family and going for long walks with her much‑loved sausage dog, Frank. An interesting fact about her is that she is the first woman in her family not to become a nurse, choosing instead to help people make sense of their finances.