Paraplanning Manager / Edinburgh

0131 270 7772

Profile photo of Emma Yule

Emma works closely with the Wealth Managers to provide appropriate solutions for their clients and also with the paraplanning and administration team to provide support, coaching and oversee workflow.

She is responsible for in-depth product and technical research and producing complex recommendation reports for clients.

Emma is a Fellow of the Personal Finance Society and holds the Advanced Diploma in Financial Planning from the Chartered Institute of Insurance (CII). She brings a wealth of experience to her role from her 15 years plus financial services experience.