- Locations
- London, City
Emily joined the Brewin Dolphin London office in 2018 and is now a Chartered Financial Planner, receiving Chartered status in 2023. She works in the Financial Planning department to create strategies for mainly high-net-worth individual clients.
She focuses on giving pensions advice to clients as well as inheritance tax, estate and pre and post-retirement planning. She is proud of the personal relationships she develops with clients, taking a keen interest in all aspects of their lives.
Emily began her financial services career in 2014 as a Benefits Administrator at the publishing group RELX. She joined Brewin Dolphin as a Financial Planning Administrator before becoming a Paraplanner Adviser in 2021 and a Financial Planner in 2022.