Principal

Photograph by Dylan McBurney

Emma Greer BEng (Hons) Adv DipFA CeLTCI Chartered ALIBF

A graduate of Queen’s University Belfast, Emma has always lived and worked in the Belfast area.

After graduating with a degree in mechanical engineering, Emma worked for Isaac Agnew for 8 years, as a Sales Executive in their Mercedes-Benz dealership.

She then moved into financial services, initially as a Mortgage Adviser before qualifying as a Financial Adviser in 2008. She has obtained Chartered Membership of the London Institute of Banking and Finance and is one of only a small number of advisers in Northern Ireland with Chartered Financial Adviser status.

“I believe that everyone should be entitled to decent, independent financial advice, not just the very wealthy. The days of letting your bank handle all your finances are long gone, as clients realise the importance of shopping around. Financial decisions impact on every area of our lives, so it is imperative to take the right advice from someone you can trust.”

In her spare time Emma enjoys running and pilates. She has completed nine marathons, including the six marathon majors – New York, Tokyo, Boston, Chicago, Berlin and London. She is an animal lover and long-time supporter of the USPCA.

The days of letting your bank handle all your finances are long gone, as clients realise the importance of shopping around