About Emily
I joined the company as a result of the acquisition of Brooks Macdonald International and I am now a member of the wealth planning team at Canaccord Wealth in Guernsey. I provide holistic advice to private clients, covering cash flow management, financial protection needs, retirement planning, investment planning, and succession planning. My background includes roles in private banking and pension administration, giving me a broad perspective across financial services.
I am a Certified Financial PlannerTM, Chartered Wealth Manager, Pension Transfer Specialist, and Guernsey Authorised Insurance Representative. I am also a Chartered Fellow (Financial Planning) of the Chartered Institute for Securities & Investment (CISI). My qualifications include the CISI Diploma in Financial Planning, the Certificate in Pension Transfers & Planning Advice, the Investment Advice Diploma (Financial Planning & Advice), and the Certificate in Paraplanning.
Outside of work, I am working part-time towards a Bachelor’s degree in the Arts and Humanities (Classical Studies).