Emma McMahon
CHARTERED FINANCIAL PLANNER

About Emma

On completion of an Honours Degree in Business, Emma went straight into the financial services industry in 2003. With over 15 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, long-term care, protection, inheritance tax planning and overall planning strategies.

Emma is a Fellow of the Personal Finance Society, having achieved Chartered Financial Planner 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.”