INDEPENDENT FINANCIAL ADVISER
On completion of an Honours Degree in Business, Emma went straight into the financial services industry in 2003. With over 12 years’ experience at Baker Davies, Emma has solid technical knowledge of the solutions available to clients and an in-depth understanding of Baker Davies’ client needs.
Areas of advice
Emma advises on a wide range of financial planning areas, including investments, pensions, protection, inheritance tax planning and overall planning strategies.
Emma is highly qualified and is working towards achieving chartered status, which is considered the ‘gold standard’ of financial planning.
What do you enjoy most about being an adviser at Baker Davies
“The ultimate reward is seeing a client achieve their goals in life, which would not otherwise have been possible without the right financial planning advice. Working at Baker Davies is absolutely the right environment for this, as looking after people is at the very heart of the business.”
Find out what Emma and the other Baker Davies advisers do for clients, which skills are important, and why Emma finds the role so rewarding.