Areas of expertise
Private client portfolios including family trusts, SIPPs, charities and landed estates.
Emma joined Smith & Williamson at the start of her career in 1984 and has been involved in fund management ever since that time. Emma looks after families across several generations ensuring the use of tax efficient vehicles such as ISAs and JISAs are used as well as managing pension assets. She is also actively involved in managing charity portfolios.
Emma is a fellow of the Chartered Institute for Securities & Investment.