Emma Craig

Emma Craig2019-07-22T15:23:11+00:00

Project Description

Dip FA, Independent Financial Adviser
Areas Covered: Merseyside, Wirral, Cheshire

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
Investments
Retirement Planning/Options
Protecting Income
Critical Illness
Estate Planning
Shareholder Protection
Inheritance Tax Planning
Trusts
Life AssuranceTaxation Planning
Cash Flow Planning

Qualifications:

Diploma in Financial Planning
Certificate in Mortgage Advice and Practice

There are some things about being a grown up that are rubbish and scary, and financial planning is one of them. It’s the sort of thing, along with making sure your gutters are cleared and sorting out the garage, that you promise yourself  you’ll do, and somehow don’t get around to.

The fear element of facing up to my financial future has been eased by the reassurance and calm, expert advice of Emma Craig from True Bearing. She held my hand as we explored my current pitiful efforts to save some money and reassured me that I hadn’t left everything too late and I would not have to sell a kidney to fund my dotage.

Emma explained everything in a way that was accessible and relevant and removed all unnecessary jargon from the meeting. She examined my current financial situation in depth and organised some savings that were an achievable and realistic start on my journey to securing my future.

I know this is just the first step of many I will have to take to make sure that I achieve the kind of retirement that I want, but I would not have taken that step without Emma and her support. I look forward to exploring other options, that I did not know where available to me, to put me on more secure financial foundations.

I would have no hesitation at all in recommending Emma Craig to anyone who is looking for expert, honest, open and no-nonsense financial advice from somebody who is genuinely interested in helping you to understand and achieve your goals and outcomes. Thanks Emma, you’ve been wonderful.

With deepest thanks

Sue Flannery

Emma Craig
Emma CraigIndependent Financial Adviser
Office: 01257 260011

Mobile: 07931 123388

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