Emma Wright

Financial Planning

WIBN Groups

Biography

I began working in Financial Services in 2000 and have been a Financial Advisor since 2003. I help my clients to achieve their financial objectives over the medium to long term by providing them with bespoke financial planning to help them to ensure that they have the right balance between cash savings and investments, at a risk level that is right for them whilst ensuring they are making the most of their tax reliefs and allowances. I also help them to protect themselves and their families financially and advise on how best to pass on their wealth to their loved ones when the time is right. I do this by making sure that I take the time to get to know my clients and their families, helping them to understand what is most important to them and keeping their plans under review to ensure ongoing suitability.