A dynamic force within Pentelow Wealth Management, Emma joined her father in 2001 with extensive experience gained in investment banking.Highly focussed, she brings a charismatic fresh dimension and perspective to wealth management, appealing especially to clients who appreciate that she is completely driven in her mission to work with them to help achieve their financial aspirations.Helping both corporate and private clients to plan for a sustainable and prosperous financial future Emma is thorough in researching all the options and possible scenarios. Her greatest skill is demystifying the world of finance to make financial planning and decision-making an enjoyable rather than onerous process.Every client is different and Emma offers regular reviews of investments, pensions and mortgages. She makes sure her client's finances are thoroughly overhauled to help consolidate a secure lifestyle into retirement and beyond.With a particular penchant for working with Owner Managed Businesses, Emma has developed an impressive track record for group pension schemes; income replacement; death in service schemes and shareholder protections. As part of her commitment to retirement and the specialism of care fees planning, Emma has undertaken accreditation training with the Society of Later Life Advisers, (SOLLA). Sensitive to the emotional difficulties in making decisions about care home admission she offers sympathetic yet practical solutions to get the best outcome for everyone and deliver long-term financial security. Your home may be repossessed if you do not keep up repayments on your mortgage.The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you investedThe Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Pentelow Wealth Management is the trading name of The Pentelow Practice Ltd.