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Our People

Meet the team at Chartered Independent Wealth Management

Emma Gregory DipPFS, Certs CII (MP&ER)

Senior Technical Administrator

Emma has worked within Financial services for 15 years and has expert knowledge of pensions, investments and life insurance. Emma has completed the Diploma in Regulated Financial Planning and Certificate in Mortgage and Equity Release Advice and is currently working towards the Advanced Diploma. Outside of work Emma enjoys travel, photography and spending time with her husband and her children.

Insights into understanding your financial world

Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk

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