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
Emma joined the Essential Wealth team in 2021, bringing a wealth of experience and administration expertise. Emma works within our client management team, supporting our Financial Planners with looking after clients' financial affairs. 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 what aspects of her job she finds most rewarding and she said ‘I enjoy the variety of tasks and working closely with Sonia, Marc and Natasha, providing technical support that allows them to focus on building strong client relationships’.
Interests
Emma lives locally to the Newbury office with her young family. She enjoys keeping fit at the gym and loves to travel as much as possible, whether a quick city weekend break or further afield.
Emma has enjoyed taking part in a variety of charity events since joining us. Essential Wealth has raised and donated over £65,000 for charity since 2006. In recent years, Sonia has persuaded the team to undertake various challenges and for 2025, this time instigated by Marc, we will be running 10 x 10k runs. Our chosen charity for 2025 is the Newbury Soup kitchen, supporting homeless, lonely and vulnerable adults in West Berkshire.
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.
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