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Emily Sidwell

DipPFS

Emily not only leads our Client Support Team, she has also been the first port of call for so many of our clients for years and it’s not uncommon to answer the Practice phone to the words ‘Is that Emily?’. Our clients ask for Emily because she is trusted by clients and colleagues to help troubleshoot any problems or issues.

Emily is multi-disciplined across all client support tasks relating to our Investments, Pensions and Investment Planning, Protection and Inheritance Tax Planning. She is currently studying for her professional qualifications, to specialise in Protection and Tax Planning.

A woman using a laptop

Emily not only leads our Client Support Team, she has also been the first port of call for so many of our clients for years and it’s not uncommon to answer the Practice phone to the words ‘Is that Emily?’. Our clients ask for Emily because she is trusted by clients and colleagues to help troubleshoot any problems or issues.

Emily is multi-disciplined across all client support tasks relating to our Investments, Pensions and Investment Planning, Protection and Inheritance Tax Planning. She is currently studying for her professional qualifications, to specialise in Protection and Tax Planning.