Emily’s background is on the buy-side. She previously worked in the discretionary sales team at Fidelity, selling their range of funds to the wealth manager market (discretionary wealth managers, private banks, family offices and fund of funds).
After graduating from Newcastle University, Emily began her career in Financial PR at Penrose (now MHP Communications). She has also worked at Smith & Williamson Investment Management and Sheffield Haworth. Emily has the Investment Management Certificate (IMC) and is CISI level 6 qualified in Private Client Investment Advice & Management (PCIAM).