Chartered Financial Planner
I joined Cullen Wealth in 2012 and have worked in financial services since 1999. As a Chartered Financial Planner, I look after a number of personal clients. In addition, I work with business owners and entrepreneurs, advising them on all aspects of corporate financial planning and employee benefits.
I believe that the personal relationships I have with my clients is a strength. I often work with, and am referred to, different generations of families, helping them plan for a secure future, not just for themselves but also for their families.
I am married and kept busy at home by my two young children. When time allows , I enjoy socialising with friends and good company.
What our clients are saying
”Emma has been responsible for the financial planning for both my Father and Sister for a considerable amount of time. They were more than happy to recommend Emma to my husband and me. Emma has completely reviewed our financial planning, consolidated our pensions and advised on all matters from life insurance, inheritance issues and school fees and done so with professionalism and patience, explaining everything in clear and understandable language. I can’t recommend Emma enough.Jan Israel