Emma Stapley
Chartered FCSI
Emma is a Fellow of the Chartered Institute for Securities and Investment with over 25 years’ experience of advising individuals and their families on wealth management and financial planning solutions. The long-term relationships she has developed with her clients and their families are based on trust and integrity. Emma is known for simplifying complex financial matters and providing clear explanations, which in turn empowers her clients to feel confident in their financial futures.
About
As a Fellow of the Chartered Institute for Securities and Investment, which is the pinnacle of CISI membership and with 25 years’ experience you can trust that you're in safe hands with Emma.
Emma always takes the personal approach when dealing with her clients – by taking the time to really get to know them; their hopes and ambitions for the future and creating relationships for the long-term, her clients feel valued, empowered and confident that they’re taking control of their financial futures.
Emma’s client relationships are all based on trust and integrity and her clients love her warmth and the way she can simplify complex financial matters by providing clear explanations….with no question deemed to be a silly question! By listening, educating and explaining everything clearly along their financial journeys, her clients have a clear understanding of their objectives and trusting the process of how their financial plans can help them reach their life goals.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
