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Soaring housing costs hit millennials
People aged 20-30 – the 'millennials '- are devoting 23 per cent of their income to housing costs, reports the BBC. This compares with...Read more >
23 Oct 2017
More caught by lifetime pension allowance
Many more people are being caught by the 'lifetime allowance' for pensions, says the Telegraph. It has been reduced in stages from £1....Read more >
20 Oct 2017
Student debt: who won't repay?
The amount of a student loan that someone repays can be predicted from the profession they enter, says the Telegraph. A graduate entering in...Read more >
19 Oct 2017
18% of people aged 50 or over have been targeted by potential scammers
According to research by Retirement Advantage, 1.8 million people have been offered unsolicited free pensions advice or investment opportuni...Read more >
10 Aug 2017
Where to turn when you need financial advice and more... An interview with Glen Callow
Getting good quality, independent financial advice has never been more important. With complex tax, legal and regulatory changes it is nigh ...Read more >
27 May 2016
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.