About Emily
I am a member of the Wealth Planning team at Canaccord Wealth in Guernsey, providing holistic advice to private clients. I cover cash flow management, financial protection needs, retirement planning, investment planning and succession planning, and take pride in helping my clients to look forward to the future with confidence. My background includes roles in private banking and pension administration, giving me a broad perspective across financial services. I am a Certified Financial Planner and a Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment (CISI).
Outside work, I am working part-time towards a Bachelor’s degree in the Arts and Humanities (Classical Studies).