Emma Wilkinson
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 over 25 years 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. She also worked as the Investment Director at Richmond House Investment Management Limited, where she managed a significant discretionary investment portfolio and led asset allocation and fund selection committees, earning nominations for Citywire Wealth Manager Awards.
Emma holds a Level 6 qualification and several CISI certifications in sustainable investment, financial planning, and risk management. She is also a Chartered fellow of the CISI.
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.