“I love looking after clients and working on plans to meet their needs. Every client is different and demands a different answer. I moved over to Financial Planning because a high level of client contact is really important to me.”
- Locations
- London
- Phone number
- 020 3201 3462
Emily has been a Wealth Adviser in the 1762 office since 2018. She creates financial plans and advises a range of private clients on all aspects of wealth management.
This holistic advice covers estate and inheritance tax planning, pensions, investments, inter-generational wealth transfers and tax efficiency. Emily, who has a Certificate in Advanced Financial Planning and an Investment Management Diploma from the Chartered Institute for Securities & Investment (CISI), is proud of using her expertise to help develop the 1762 team since its launch.
Emily began her financial services career at Brewin Dolphin in 2008. She was an Investment Manager running multi-asset discretionary portfolios for private clients and trusts. She is a Chartered Fellow of the CISI, a Chartered Wealth Manager and a Member of the Chartered Insurance Institute.