Senior Partner Practice of St. James's Place Wealth Management
Emily has worked in the financial services industry since 2008 and specialised in mortgages before moving into financial planning. She joined the St. James’s Place Academy in 2017 and then SRB Wealth Management following successful completion of the prestigious development programme.
From supporting those taking that first step on the property ladder, to retirement planning and beyond, Emily is passionate about building long-term relationships with her clients, delivering holistic financial advice through every stage of their life.
Originally from Oban, Emily is the founder of the growing Oban Women in Business group, set up to bring together likeminded small business owners to share knowledge, best practice and to support each other.
When some rare time off presents itself and Emily’s not supporting her two children with their own interests and extra-curricular activities, she enjoys long distance running and yoga.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SRB Wealth Management Ltd is registered in Scotland, Number SC383253. Registered Office: 2 Duncansby Drive, Blantyre, Lanarkshire, G72 0GH, Scotland.