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Financial Planning Co-ordinator

Emma Chegwin

Financial Planning Co-ordinator

Emma Chegwin

Call: 0151 520 4353

Meet Emma

I am an experienced Administrator having worked in Financial Services for over 15 years, supporting and assisting Financial Advisers in all aspects of financial planning.

I am a Liverpool girl, born and bred and fiercely proud of my Scouse roots and a huge Liverpool fan. An animal lover and family girl at heart, I live with my husband Peter, our two dogs, guinea pig, tortoise and budgies.

In my spare time, you will find me pottering about on my allotment, where I grow an array of fruit and veg – and I have also dabbled in Bee Keeping in the past.

I have a passion for travel and have visited many countries including Costa Rica, Mauritius, Kenya, The Caribbean and the USA.

Meet our other team members.

John Cummings

Independent Financial Adviser

John Cummings, DipPFS

Meet John
Alex Dunk Acumen

Independent Financial Adviser

Alex Dunk, BA (Hons) DipPFS

Meet Alex
Cathy Holme Acumen

Systems and Accounts Director

Cathy Holme

Meet Cathy
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