Managing Partner MA(Hons) DipPFS
A dynamic force within the practice, Emma joined her father in in 2001 with extensive experience gained in investment banking.
She adds a charismatic fresh dimension and perspective to the team, appealing especially to clients who appreciate that she is completely forthright and driven in her mission to work with them to achieve their financial aspirations.
Helping both corporate and private clients to plan for a sustainable and prosperous financial future she is thorough in researching all the options and possible scenarios. Her greatest skill is demystifying the world of finance to make financial planning and decision-making an enjoyable rather than onerous process.
Every client is different and Emma is adept at building close, long term relationships with clients, ensuring every aspect of their finances work together robustly. Offering regular reviews of savings, investments, pensions, funds, trusts* and mortgages, she ensures your finances are thoroughly overhauled to consolidate a secure lifestyle into retirement and beyond. She has an aptitude for working with extended family members across the generations as her valued skills are referred on throughout the family network.
With a particular penchant for working with Owner Managed Businesses, Emma has developed an impressive track record for group pension schemes; income replacement; death in service schemes and shareholder protections.
Sensitive to the emotional difficulties in making decisions about care home admission she offers sympathetic yet practical solutions to get the best outcome for everyone and deliver long term financial security.
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The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than you invested.
*Trusts are not regulated by the Financial Conduct Authority.