We will be there for you when you need us with day-to-day issues and your financial administration will be managed proactively by your Client Manager
Telephone: +44 (0)1488 669840
We were delighted to welcome Emma to Essential Wealth in 2021. Emma works within our client management team, assisting our Client Managers with managing our clients' financial administration. Emma successfully gained the CII (Chartered Insurance Institute) Certificate in Financial Services in August 2022 and is currently undertaking the CII Certificate in Paraplanning.
Before joining us, Emma worked for 14 years at a corporate IT software company. There she gained varied and transferrable experience in multiple finance and marketing roles. Having considerable administration experience and excellent attention to detail, Emma has become a valuable member of our growing team.
We asked Emma how she has found her first year at Essential Wealth, she said: ‘The time has gone so fast, it has been an exciting learning curve understanding all about the financial planning industry. I have learnt so much in my first year and I’m excited to be continuing to build on this and grow further in my career’.
Interests
Emma lives locally to the Newbury office and when not with her young family, she will be at the gym or planning her next holiday.
Essential Wealth Management
1-2 Great Farm Barns
West Woodhay
Newbury
Berkshire RG20 0BP
Tel: 01488 669840
Fax: 01488 669216
Email: [email protected]
Essential Wealth Management is a trading name of Essential Wealth Management and Advice Ltd which is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Essential Wealth Management and Advice Ltd is entered on the FCA register (www.FCA.org.uk) under no. 518528. Registered office: 1-2 Great Farm Barns, West Woodhay,Newbury, Berkshire RG20 0BP. Registered in England and Wales Number: 04020006.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit: http://www.financial-ombudsman.org.uk/contact/index.html
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK.
