Emma Wilcock BSc (Hons) FPFS
Emma Wilcock BSc (Hons) FPFS
Chartered Financial Planner & Director
Emma is a Chartered Financial Planner, and Fellow of the Personal Finance Society (PFS), providing advice to businesses and individuals in the agricultural sector since 2005. In addition to advising clients, Emma oversees the operations at Accession.
After graduating from Lancaster University with a degree in Finance, Emma went on to spend over 14 years as a Financial Adviser with NFU Mutual, before forming Accession Rural Wealth Management (later to become Accession), alongside her fellow directors in 2018.
Emma is driven by working with families and seeing them grow and prosper to achieve their life ambitions. Emma’s main attributes are her patience and ability to make things easy to understand.
Emma grew up on a dairy and sheep farm in the North-West and has a continuing interest in British agriculture, which she shares with her family. Her passion for the countryside extends to walking and cycling in the Yorkshire Dales when she is visiting her family. Emma has a small flock of sheep, and her favourite time of year is Spring when lambing season is in full swing, and this is shared with her daughter, Rosa.
Testimonials
Emma has provided us with advice on investments as a family and guided us through various wealth management issues. She has given help to my wife and daughters as well as the wider family which has been invaluable in planning business succession and in managing our tax liabilities. With the forthcoming changes in inheritance tax rules she will be an invaluable source of advice as we change structures and land ownership to try to mitigate the effects of the changes.
Emma has realigned my investments to match my goals and risk level, she has helped me to grow my portfolio and make a plan going forward.
Emma is very knowledgeable and has experience in advice in all areas of financial planning. Talking to Emma is very easy and makes you feel comfortable and confident to chat to her about your finances.
I have a quite complex mix of assets and income sources that need specialist input to make the most of. Emma's advice has always been very clear and delivered in an easy-to-understand form. Emma always explains the reasoning behind any advice she offers, and any possible downsides so I always have a clear idea of the likely risks involved in any decisions we make. The outcomes of any decisions on investments have always been as we expect as we have a clear picture going into them.