Oak Wealth Planning, Independent Financial Planning

Emma Brown

Emma Brown
Position - Administrator & Paraplanner to Robert Jordan

Emma has worked continuously in the financial services industry for over 20 years. She initially started her career in the banking sector gaining invaluable knowledge as she progressed over the years to become an Independent Financial Adviser. However, whilst fully qualified, Emma found she preferred the technical aspects of the role and for the last five years has decided to focus her skills on being a Paraplanner.

Emma currently supports Robert Jordan by producing detailed client reports, product research and analysis.

Emma is married to Richard and has recently had a baby daughter. She is very much a family person and loves to socialise, although not quite as much time to do so since becoming a mum!

Services

Oak Wealth Planning offer a range of financial services for different types of clients. We ensure that the advice we offer for people in different circumstances is sound, accurate, and educated.

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