Emma Thomson
Senior Financial Planning Assistant @Charles Stanley
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WORK HISTORY
Senior Financial Planning Assistant @Charles Stanley
Edinburgh, GB
ABOUT EMMA THOMSON
Financial services professional with over ten years’ experience, currently supporting complex financial planning at Charles Stanley as a Financial Planning Assistant. Trusted contributor to the delivery of high-quality client outcomes through process improvement, operational oversight, and effective stakeholder engagement. Recognised for strengthening adviser and client relationships by improving workflows, optimising telephony support, and ensuring a consistently high standard of service across the client journey.Brings a strong background in wealth planning and client relationship management from roles at Edinburgh Wealth Management Limited and Nucleus Financial, with a proven ability to operate across teams and adapt processes to meet both regulatory and commercial objectives. Collaborative, detail-driven, and committed to delivering efficient, scalable solutions that support advisers and empower clients to achieve long-term financial confidence.
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