Emma Rivers

Areas of expertise

Emma assists clients at every stage of their lives by formulating bespoke financial plans to help achieve their goals.

She has worked with a range of clients including entrepreneurs, individuals going through divorce, partners of law and accountancy firms and high net worth families across all generations.

Experience

Emma joined Evelyn Partners from Barclays Private Bank & Wealth Management where she worked as a Wealth Planner advising high net worth and ultra high net worth individuals on financial planning matters such as inheritance tax planning, tax efficient investing, pensions & retirement planning and financial protection. Prior to that, she was advising at Saunderson House (part of Rathbones group) focusing on clients who were Partners of the Big 4 accountancy firms.

Notable client work and achievements

Building personalised financial plans to help clients achieve their objectives with a focus on formulating long-term relationships.

Professional qualifications/memberships

Advanced Diploma in Financial Planning (APFS)

Chartered Financial Planner