Emma Fitzgerald

Emma is highly experienced, with over 30 years of experience in Operational Management and provides support and guidance to the team. Her role has evolved from Administration Support to Operational Support to Senior Manager Operations and Compliance.

Emma joined Coole Bevis Wealth Management in 2016. She has completed her Level 4 Diploma in Professional Financial Services with The London Institute of Banking and Finance.

Emma’s focus is on implementing, maintaining and monitoring efficient and effective systems and processes in order for the Team’s output to be compliant to the highest standard. Emma’s work has a strong focus on the Consumer Duty, client experience and business needs. Emma manages the training and competence scheme to ensure that all compliance requirements and best practices are met, ensuring ethical conduct and compliance across the Team and that good client outcomes are at the core of the firm’s culture.

Emma works closely with the Firm’s Partners, Advisers, Paraplanners and Sales Support and the regulator.

Outside the office

Emma enjoys spending time with her family in her spare time, going on beach walks, watching films, and reading. 

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