Yorkshire born Emma explains that the move will help her build on her extensive financial services experience – and provide an even higher standard of services for clients in the North Devon region.
She is looking forward to continuing to provide a full range of financial advice, but with a particular focus on the needs of high net worth individuals, and those in the pre and post retirement phase. This will not only help answer a growing need for specialised advice, it will reflect her key areas of experience.
“I have over 14 years’ experience of working in financial services – and prior to retraining as a financial planner, I spent a decade in investment banking in the City of London on the dealing floor of a leading investment bank. It has helped me develop a strong understanding of financial markets, and a practical understanding of the needs and objectives of investors as well as of the solutions available to them.
This has given me the foundation to specialise in providing financial planning for high net worth clients and business owners, which I have built on by gaining a series of advanced qualifications in investment, pension, tax and trust planning.”
“I am excited to continue my advice journey with Continuum and to build a business I am truly proud of for my clients.”
Emma’s list of qualifications includes advanced pension, investment, tax and trust planning qualifications. It is an impressive skill set, which allows her to provide a high level of expertise for her clients – especially when supported by the award-winning Continuum team.
Martin Brown, Continuum’s Managing Partner said of the new appointment “We are delighted to have Emma join us. Having advisers of her experience join our team demonstrates the effectiveness of our collaborative business model. It lets us attract the very best people – which allows us to put clients at the heart of everything we do.”
Emma sums up her reasons for her career move. ‘As a Chartered Financial Planner, I take pride in the advice I give. I therefore wanted to join Continuum as a partner to enable me to give unbiased independent advice. I am incredibly impressed by what Martin has built at Continuum for clients and advisers, focussing on providing expert financial advice and an outstanding service.
“I want all of my clients to share in the Continuum experience”
The value of your pensions and investments can fall as well as rise and you may get back less than you invested. Estate planning is not regulated by the FCA. Your home may be repossessed if you do not keep up repayments on your mortgage.