Emily Green

She is currently studying towards the Level 4 Diploma in Regulated Financial Planning as part of her journey to becoming a qualified Independent Financial Adviser.

Emily has four years of experience in Financial Services and previously worked in accounts and operations for an Independent Financial Adviser network. This role provided her with valuable experience across the operational and technical aspects of financial planning.

Alongside her industry experience, Emily holds a PhD in History. Her academic background has equipped her with strong research, analytical and problem-solving skills, which she now applies to supporting clients and advisers in achieving positive financial planning outcomes.

Emily currently provides administrative and technical support to advisers and clients throughout the advice process. Her role includes assisting with research, preparing client documentation and supporting the development of financial planning reports and recommendations.
She is passionate about developing her knowledge and experience across all areas of financial planning and looks forward to building lasting relationships with clients as she progresses towards adviser status.

Emily is currently studying towards the Level 4 Diploma in Regulated Financial Planning and is committed to developing the technical knowledge and practical experience required to become a qualified Independent Financial Adviser.

Emily is based in our Plymouth office and supports colleagues and clients across Devon, Cornwall and the wider South West.