Belfast
Emma joined Perspective in May 2023, when Marlborough Place became part of the Perspective Group, now known as Perspective (Marlborough Place).
With over 10 years of experience in the financial services industry, Emma brings a strong combination of technical knowledge and practical expertise to her role. Her career spans more than a decade, during which she has developed a comprehensive understanding of financial planning and client relationship management.
Emma holds the CII Level 4 Diploma in Regulated Financial Planning and a First-Class Honours degree in Business Studies, specialising in Accounting, from the University of Ulster. She also holds a Foundation Degree in Financial Services Management. This solid academic foundation supports her ability to deliver clear, well-structured financial advice tailored to each client’s needs.
Emma takes a holistic approach to financial planning, helping clients understand not only the individual elements of their finances but how everything works together to support their long-term goals. She is passionate about building lasting relationships, guiding clients as their circumstances evolve and ensuring their financial plans adapt accordingly.
She particularly enjoys meeting people, learning about their ambitions, and supporting them in taking meaningful steps towards achieving their goals. Emma is known for her approachable manner and her commitment to making financial advice easy to understand. She places great emphasis on clarity and transparency, ensuring clients feel confident, informed and in control of their financial future.
Emma encourages open communication and welcomes questions at every stage, taking the time to explain options thoroughly. Her ultimate goal is to provide every client with confidence and peace of mind, knowing they have a robust financial plan and a trusted adviser to support them throughout their journey.
Check out Emma’s VouchedFor profile here.
Outside of work, I love spending time with my family. I’m married to a farmer, so I’m often roped into helping out at the weekends — which has given me a real appreciation for rural life. I’m also an animal lover and enjoy cooking. Every so often, I manage to get out on the road bike with my local cycling club.
An interesting fact about me is that, although I work full time as a financial planner helping clients navigate their finances, my weekends look very different. I often help out on my husband’s farm, whether I planned to or not. It’s a completely different pace of life, but that contrast is exactly what keeps things interesting.
One thing on my bucket list is to visit Nashville and Yellowstone. I love country music, and I’ve always wanted to experience the classic Western landscapes I’ve only ever seen in films and music. I’d also like to take on an out‑of‑the‑ordinary challenge someday — such as completing a long‑distance cycling event for charity.
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Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123