Emelie Karlsson

LR Emelie Karlsson 250924 4508

Professional Biography

I found a real passion for helping people feel confident about their finances.

How do you describe what you do?

I help people make sense of their money and plan for the future. Whether it’s investing, estate planning or getting ready for retirement, I listen, guide, and create simple plans that support what matters most, family, security, and peace of mind.

What's next for you professionally?

I’m focused on helping more people feel confident about their money. I want to deepen my expertise and build more meaningful client relationships, making a real difference through personalised financial guidance.

How did you start off in your career?

I started my career in Sweden, where I’m from. After moving to Edinburgh 10 years ago, I found a real passion for helping people feel confident about their finances. It’s been a journey of learning, connecting, and growing ever since.

What's your favourite thing about your role?

What I enjoy most is getting to know people, understanding what matters to them, and finding ways to help. There’s nothing better than seeing someone feel more secure and confident about their financial future.

When you're not at work, what's your favourite thing to do?

When I’m not at work, I enjoy being outdoors, especially running. Staying active helps me recharge, and I really value spending time with my family and friends. For me, it is all about fresh air, good company, and keeping life balanced.

What qualifications and memberships do you have?

  • Chartered Financial Planner
  • Associate Member of The Personal Finance Society

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