Emma started her Financial Services career in London where she went onto running her own financial planning firm. She is passionate about providing quality jargon free Lifestyle Financial Planning to Private and Corporate clients.
Emma has helped Entrepreneurial clients, Professionals, Directors and Business owners to grow and protect their wealth, nationally.
Now Liverpool based, Emma is ‘on a mission’ to help clients understand how much money is enough, to ensure they never run out. She enjoys meeting clients face to face and providing specialist, trusted and beneficial advice. A keen networker Emma regularly attends the BNI Foundation and volunteers at the Girls network – helping to improve the prospects of young girls, financial literacy and encourage more female IFA’s into the business.
Emma’s caring and dynamic attitude helps her to build and maintain long lasting client relationships. She is committed to providing good advice and ongoing service.
To date, Emma has been featured in various media articles published by CityWire New Model Adviser and was nominated for the ‘one to watch’ award from Northern Power Women.
Emma is progressing towards Chartered and Fellow status.
Why did you join True Bearing?
“True Bearing’s core values are greatly aligned with my own family values. They care about their clients and so do I. In the industry True Bearing has a great reputation, high calibre advisers, and a highly qualified support team, with a wealth of experience. Honesty, Transparency, and Integrity is at the heart of its corporate culture, with its clients, this is really important to me. Joining True Bearing was an easy decision.”
Emma lives in Liverpool with her husband, young daughter and dog Prince. She enjoys being active, reading, horse riding when she can, international travel and family days out. Emma is a proud Liverpudlian, and of her first-class BA Hons degree in Criminology from Edge Hill University.
For Advice On:
Corporate Financial Planning
Inheritance Tax Planning
Life AssuranceTaxation Planning
Cash Flow Planning
Diploma in Financial Planning
Certificate in Mortgage Advice and Practice