Emma joined Brooks Macdonald as a Relationship Manager in 2020. Prior to this Emma worked as a Private Banking Manager for Lloyds, before the acquisition of the Channel Islands Wealth Management and Funds business by Brooks Macdonald. Emma’s role involves developing lasting relationships and providing regulated investment advice to new and existing private clients/intermediaries.
With over 15 years’ experience in financial services, Emma is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI) and holds the Certificate in Private Client Investment Advice & Management (PCIAM).
Sign up to view 0 direct reports
Get started