Emma Copley
Financial Planning Consultant (Chartered)
About Emma
Emma is passionate about helping individuals and families make confident financial decisions. As a Chartered Financial Adviser with more than 22 years' experience in financial services, she works closely with clients to create clear, practical plans for their financial future. Before joining Armstrong Watson, Emma spent 18 years in the banking sector, giving her broad experience across many aspects of personal finance.
Emma advises clients on pensions, retirement planning, investments and wealth preservation. She enjoys building long-term relationships and helping clients navigate important financial decisions, whether they are preparing for retirement, growing their wealth or planning for future generations.
She believes effective financial planning starts with listening. By taking the time to understand what matters most to each client, Emma provides practical, personalised advice tailored to their individual goals and circumstances. Her warm, straightforward approach helps clients feel informed and reassured when making important life decisions, and she is committed to building trusted relationships that stand the test of time.
Emma believes financial planning is ultimately about people, not products. Clients value her ability to explain financial matters in plain English and her focus on helping them achieve the future they want with confidence.
Working as part of Armstrong Watson's wider team allows Emma to collaborate with specialists across tax, accounting, payroll and protection, ensuring clients benefit from joined-up advice that considers all aspects of their financial affairs