Areas of expertise
Investment management; private clients; individual savings accounts, trusts; self-invested personal pensions (SIPPs); charities; companies.
Emma is a partner at Cunningham Coates and is responsible for managing a wide range of clients across both the UK and internationally. With over 17 years’ experience, she deals in all aspects of private client investment management and regularly provides advice on ISAs, trusts, SIPPs, charities and companies.
Her approach focuses on building long-term client relationships. By getting to know her clients and understanding their financial goals, Emma manages portfolios using the most appropriate long-term investment strategies in order to meet their requirements.
Promoted to associate director in 2010, made partner in 2015, and appointed Belfast managing partner in 2019.
Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).