Active Financial Planners - Investments
Entering the financial services industry in 2013, Emma progressed through her qualifications quickly to become an Independent Financial Adviser in early 2015, joining Active the following year.
The Times named Emma in their Guide to Financial Advisers 2022 & 2021, as did The Telegraph in their 2020 & 2019 guides to the “UK’s Top-Rated Financial Advisers” – based on feedback from her clients on their interactions and experience.
In 2018, Emma was recognised at the Women in Finance Awards, reaching the final in the ’Wealth Management Rising Star of the Year’. In the same year Emma was shortlisted in the category ‘Financial Adviser of the Year’ at the Women in Financial Advice awards.
Previously, Emma featured in The Sunday Times’ ‘UK top 250 Mortgage advisers’ 2017 & 2016 editions, The Sunday Telegraph’s ‘Top Rated Professionals 2015’ and The Times’ ‘Top Rated Adviser in the UK 2014’.
Emma offers expertise and advice across a range of financial planning areas, specialising in clients working within the NHS. Emma advises on investment & retirement planning, equity release & mortgages. Emma also advises on family, business and associated mortgage protection (including life cover, critical illness and income protection etc).