Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Private Wealth by Greenwoods is for those who care deeply about protecting not just their financial wellbeing, but the people and values they cherish most. We bring clarity to complexity, ensuring every decision supports the life you lead and the legacy you leave.
Our mission is to demystify wealth, to educate with empathy, and to support families through life’s key moments, from building a legacy to preserving it for generations to come.
Professional, empathetic advice for you and your family
Associate
Emily is an Associate in our Private Wealth team. Emily understands that no client or family is the same and will work with individuals to put their objectives first. Emily is passionate about delivering a quality, efficient and personal service to all her clients and offering support to clients who might be experiencing bereavement or other stressful issues. As well as experience in all Private Wealth matters, Emily also has years of experience in residential property. This gives Emily an increased understanding when dealing with matters such as the preparation of Declarations of Trust, or when dealing with the administration of trusts or estates that own residential property.
Emily took the traditional route to qualifying as a solicitor after gaining an interest in the profession from work experience during sixth form. Emily studied Law at the University of Surrey. During her degree, Emily completed a placement year of work in a local law firm which helped her to gain fantastic experience. Emily then undertook her LPC part-time at the University of Law in Guildford, whilst working as a legal secretary. Prior to starting her training contract in March 2021, Emily gained three valuable years of paralegal experience, dealing with both Private Wealth work, and residential property work. Emily qualified in September 2022 and joined Greenwoods Private Wealth Team in October 2024.
As a member of the Private Wealth team Emily deals with a variety of matters including Wills drafting and succession planning; drafting and registration of Lasting Powers of Attorney; General Powers of Attorney; Declarations of Trust; all aspects of estate administration; setting up of trust; administration of trusts including tax matters, and the cessation of trusts. Emily can also assist on matters relating to capacity.
Appreciating that matters relating to Private Wealth can be complex, so provides advice in a manner in which is technical yet concise and digestible.
Emily understands that clients will often have a pool of other advisors (such as financial advisers or accountants), and is able to work alongside them to ensure that any work is completed efficiently.
Emily is currently studying for the ATT (Association of Taxation Technicians) qualification.
Outside of work Emily enjoys going to spin and Pilates classes, playing netball, following her beloved football team, and cooking.
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