Emily Fry

I have over nine years’ experience in the financial services industry, having started my career straight after completing my A-levels.

I began as an apprentice and progressed through a variety of roles within the industry, gaining qualifications in Business and Finance Administration before becoming a Paraplanner. I later achieved my Diploma for Financial Advisers (DipFA) and progressed into financial advice. I am committed to continuing my professional development and am currently one exam away from achieving Chartered status.

As a Financial Adviser, I provide advice across a broad range of financial planning areas, including pensions and retirement planning, savings and investments, wealth management and inheritance tax planning. I work with my clients to understand both their current circumstances and their longer-term aspirations, helping them make informed financial decisions at every stage of life.

I am passionate about building trusted, long-lasting relationships with my clients and pride myself on providing clear, straightforward advice tailored to their individual needs. My aim is to make managing finances as simple as possible, providing ongoing support as circumstances change and helping clients work towards their financial goals with confidence.

Outside of work, I enjoy keeping active through hiking, spinning and Pilates, as well as spending time with friends and family. I also have two spaniels, Arthur and George, who are thoroughly spoilt and always keep life entertaining!