Emma Wilkinson
Chartered Financial Planner
Emma has extensive experience working with high net worth individuals and families with their retirement, investment portfolios, and tax planning. Adept at listening to her clients, Emma helps them articulate their financial goals and translates them into actionable plans. She collaborates closely with her clients and strives to establish long-lasting relationships that support their aspirations, both in the present and for the future.
Having joined Saltus in 2024 as part of the Westbury Asset Management merger, Emma has a wealth of experience in the profession. Previously serving as the Investment Director, she has a very good understanding of macro-economics and its interaction with asset allocation and fund selection. Prior to this, Emma was a director at Richmond House Group, where she was responsible for the investment management business which included leading asset allocation and fund selection committees for their discretionary portfolio range, the performance of which earnt nominations for Citywire Wealth Manager Awards.
Emma holds a Level 6 CISI qualification in investment management alongside certifications in sustainable investment and financial planning. She is a Chartered Fellow of the CISI.
"We’ve always been prudent with our money, but Emma has opened our eyes to the true value of our wealth and liberated us to consider, and make, substantial purchases with confidence and ease. Over the past ten months, she has transcended the role of adviser to become a close confidante, and her undoubted integrity distinguishes her as a fine ambassador for Saltus. On a personal level, she’s a very amiable person to know and we feel blessed to have her in our lives."
Liz and Chris, Enfield
"We have been particularly impressed with Emma's ability to explain, with clarity, the numerous complexities and make them understandable. She has been most attentive and patient with us, and we now feel settled with the new arrangements and safe in her hands. She has been most professional, efficient and highly personable throughout all our meetings, emails and phone calls. We look forward to working with her for many years to come."
Paul, Cambridgeshire
At home...
Outside of work, Emma is a mum to 5-year-old Pip, so her spare time is limited, but she enjoys staying active with Bounce, clay pigeon shooting, fair-weather sailing (she has a Day Skipper’s ticket), and skiing holidays. At home, she has a menagerie of animals including four Herdwick Sheep. When she was younger, Emma competed in Eventing and trained horses, qualifying for the Festival of Eventing National Championships and competing in several international events.