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Protecting your assets
Understand how your hard earned assets could be at risk to various risks such as the divorce and bankruptcy of your beneficiaries.Read more >
20 May 2015
Lasting powers of attorney
Your bank accounts could be frozen in the event of an accident or long term illness. Your family could be left in extreme hardship regardles...Read more >
18 May 2015
Creditors and bankruptcy
Understand how you can shelter your assets from your beneficiaries creditors.Read more >
12 May 2015
Financial Services Co-ordinator
Emily is the newest member of the Prime Wealth Team, joining in December 2016 as a Co-ordinator. Prior to this Emily has enjoyed a variety of support roles within the insurance and financial services industry and is a member of the Chartered Institute of Insurance.
Her past experience within the industry includes working for Life & Pensions office, a large Discretionary Fund Manager and a Financial Advisers in a supporting capacity for each, all of which have provided her with a good insight and understanding into the requirements of administering the products recommended by the Prime Wealth advice team..
As team co-ordinator Emily provides daily assistance with regard to all administration requirements, leaving the technical side of things to the wider team. She is very passionate about her role and an advocate of the importance of her role in ensuring a smooth end to end process. As well as being responsible for the co-ordination of the administration, Emily very much enjoys the interaction she has with clients and the opportunity that provides to build good working relationships at all levels.
Out of working hours Emily spends much of her time with family and friends, whether it be family BBQ’s in the Summer or a Sunday Roast at her parents or just having friends round for lunch, to wind down she enjoys nothing more than reading a good book.