Sheffield financial planners expand with new appointment

16 October 2017

Sheffield based Future Life Wealth Management has expanded its team with the appointment of a new paraplanner.

Emma Baumback, 26, joins Future Life Wealth Management from Grant Thornton UK LLP in Sheffield.

In her new role, Emma will be responsible for the research and preparation of advice and suitability reports.

Emma, who is originally from Essex, is also studying towards a diploma in Regulated Financial Planning, before hoping to complete an advanced diploma in the same subject to achieve Chartered Financial Planner status.

She said: “I am really excited for the new challenge ahead and hope to bring the experience and skills I have gained throughout my career to Future Life.

“I’ve already settled in extremely well and I’m looking forward to helping Future Life continue to provide a strong and valued service to its clients. It’s clear to see how ambitious and driven everyone is in helping the company progress.”

Future Life Wealth Management is based in Renishaw and offers a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals, and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.

The latest appointment takes Future Life to nine members of staff, as it looks to expand its services across the region.

Managing director Jillian Thomas, who is also past president of Sheffield Chamber of Commerce, said: “We’re always looking to grow and develop as a company, and our latest appointment is a great example of that.                                                                                                               

“Emma is a talented and extremely ambitious individual, and joins us having already picked up crucial experience in a similar role. I’m sure Emma will prove to be an excellent asset to our team.”

In 2013, 2014, 2015 and 2016, Future Life was listed in the New Model Advisor Top 100, which recognises financial planners for their qualifications, income and commitment.

 

Notes to editor

Attached photograph shows Emma Baumback

Jill Thomas can be contacted on 01246 435 996 or jill@wealthmanagement.uk.com

For more information about Future Life go to www.wealthmanagement.com

Additional media contact: Kate Betts at kate@capitalbmedia.co.uk

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