Emma Davey
Financial Planner
Financial planning
Areas of expertise
- Experience advising clients on a range of financial decisions, including;
- Preserving and growing wealth
- Trusts and Inheritance tax (IHT) Planning
- Tax Optimisation
- Cashflow Modelling
- Retirement planning advice
Experience
Experience working with individuals and families, identifying clients’ immediate and future needs and aligning their wealth to help them achieve their goals.
Professional qualifications and memberships
- BSc (Hons) from Bournemouth University
- Diploma in Regulated Financial Planning - DipPFS
- Member of the Chartered Insurance Institute