Key Services
As a chartered financial planner, Emma provides a variety of services to her clients, including investment and pension planning, estate and inheritance planning, as well as protection planning for both businesses and individuals.
Although she works with a variety of clients from both the private and public sectors, Emma has a particular specialism for those working within the NHS, with a focus on clients nearing retirement. Due to this, Emma has in-depth expertise in managing NHS pension provisions.
With her friendly and honest approach, Emma is well known for supporting her clients during sensitive times such as illness, divorce and bereavement, ensuring early involvement for the best financial outcomes. As a Resolution accredited specialist, Emma offers compassionate, high-quality guidance to her clients during these challenging times.
Emma says “It’s very important for me to build a long-term relationship with my clients with the end result their long-term financial security”
Career Profile
Emma joined Active Chartered Financial Planners in 2016, becoming a chartered financial planner and fellow of the Personal Finance Society (PFS) in 2022. Fellowship is the highest qualification in our industry.
In 2025 Emma became a Resolution accredited specialist. Resolution is a prestigious organisation that acknowledges financial advisers for their exceptional skill, proficiency, and experience. As an accredited specialist, Emma is dedicated to supporting families navigating separation and divorce, ensuring they receive the necessary assistance.
Click here to find out what Emma’s clients say
“Emma was an absolute super star. She really knows her stuff. Emma spent precious time with me, understanding my needs, my financial situation and my business. Emma explains things clearly and pragmatically. I wouldn’t hesitate to recommend her”
Qualifications
– Investment principles and risk – (R02, 2022)
-Investment planning – (AF4, 2022)
-Retirement Income Planning – (AF8 2019)
-Pension Income Options – (J05 2019)
-Pension Transfers (AF7 2019)
-Financial Planning Process (AF5 2016)
– Pension Update (R08 2016)
– Pensions and Retirement Planning (R04 2015)
– Financial Services Products (FA7 2015)
– Long Term Care Insurance (CF8 2015)
– Financial Planning Practice (R06 2014)
– Advanced Mortgage Advice (R07 2014)
– Equity Release (ER1 2014)
– Financial Services, Regulation and Ethics (R01 2013)
– Financial Protection (R05 2013)
– Mortgage Advice (CF6 2013)
– LLB Law Hons Degree (2010)
