Emma Roberts
Client Relationship Manager
Qualifications
Diploma in Financial Services Administration
Certificate in Customer Service Excellence
Certificate in Financial Planning Administration
"Every client deserves a seamless experience built on trust, responsiveness and personal attention."
Short Bio
Emma is dedicated to delivering an exceptional client experience, ensuring every interaction with Harrington Wealth is professional, efficient and personalised. She works closely with clients to provide ongoing support and assistance throughout their financial journey.
01295 XXX XXX
Specialisms
Client Relationship Management
Client Onboarding
Financial Planning Administration
Ongoing Client Support
Service Coordination
Client Communications
Full Bio
Emma Roberts plays a key role in supporting clients and maintaining the high standards of service that define Harrington Wealth. As Client Relationship Manager, she acts as a trusted point of contact, helping clients navigate every stage of their relationship with the firm.
With a strong focus on client care and communication, Emma works closely with advisers and support teams to ensure a smooth and seamless experience. From arranging meetings and coordinating documentation to managing ongoing client enquiries, she is committed to delivering responsive and attentive service.
Emma understands that financial planning is about more than numbers. She believes that clear communication, reliability and personal relationships are essential to building trust and confidence. Her approachable nature and attention to detail help clients feel supported and informed at every step.
At Harrington Wealth, Emma is passionate about fostering long-term relationships and ensuring that every client receives the highest level of care and support.
Book a consultation with Emma to explore how tailored financial planning can help you achieve long-term financial confidence.