Active Chartered Financial Planners
Chartered financial planner and Fellow of the PFS
Active house, 1 dukes court
Thornaby,
TS17 9LR,
United Kingdom
01642 765957
- Offers fixed fee interview
- Offers free advice
Career Profile
Emma joined Active Chartered Financial Planners in 2016.
A highly knowledgeable and approachable chartered financial planner, Emma became a fellow of the Personal Finance Society (PFS) in 2022. Fellowship is the highest qualification in our industry.
Emma is proud to be an associate member of Resolution, a prestigious organisation that acknowledges financial advisers for their exceptional skill, proficiency, and experience.
As a Resolution member, Emma is dedicated to supporting families navigating separation and divorce, ensuring they receive the necessary assistance.
By adhering to Resolution’s rigorous standards and code of practice, Emma ensures that clients receive the highest quality of service, with a focus on personalised strategies and long-term success.
Key Services
Emma offers exceptional service across all areas of financial planning, including investments, pension planning, estate planning, and protection planning for both businesses and individuals.
Emma specialises in working with clients within the NHS throughout their careers, particularly as they approach retirement. She has a deep understanding of the complex pension provisions within the NHS, ensuring her clients receive the best advice and support during this critical phase.
Additionally, Emma has developed a highly sought after reputation in supporting those going through sensitive times such as illness, divorce, and bereavement. Through being involved at an early stage, Emma ensures that financial planning provides the best possible outcome for clients in these emotional and challenging situations.
Known for her friendly and honest approach, Emma prioritises her clients’ needs, ensuring they have a clear understanding of their tailored financial plans.
Recent feedback from a client:
“Emma was an absolute super star. She really knows her stuff. Emma spent precious time with me, understanding my needs, my financial situation and my business. Emma explains things clearly and pragmatically. I wouldn’t hesitate to recommend her”
Out of court services offered
Areas of work
Finances (divorce and separation)Make an enquiry with this member
