Emily Whittaker

Client & Operations Manager

Foundation chartered manager status

Emily is our Operations Director and brings over a decade of experience in financial services, ensuring our work is of the highest order.

A driven and detail-focused task master, Emily is passionate about delivering exceptional service to clients and has a strong track record in building lasting relationships and successfully managing key projects.

She is currently studying for the Investment Advice Diploma with the Chartered Institute for Securities & Investment and recently achieved Foundation Chartered status after completing the Level 6 Diploma in Professional Management & Leadership Practice through the Chartered Management Institute.

Outside of work, Emily volunteers with Age UK each week and is currently training for the 2027 London Marathon after recently securing a place.

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