After graduating from the University of Winchester, Emma joined us as part of the administration team. She has since moved into a financial planner role, where she is responsible for the production of clients’ pension reports.

Emma joined us in 2015 and has 3 years experience in the industry.

She has attained a Certificate in Financial Planning and has now completed her level 4 Diploma in Regulated Financial Planning.

Qualifications

BA (Hons) in Business Management, Certificate in Financial Planning, R02 CII