Emma Lloyd-Jones

Workshop speaker

Emma Lloyd-Jones
Financial Planner

Emma Lloyd-Jones is a Financial Planner within the Wealth Management Division of JLT Employee Benefits. Emma has over 13 years experience in financial advice, having worked for NatWest Private Banking; managing a diverse portfolio of HNW clients.

Emma joined JLT in January 2015 taking over a complex portfolio of occupational and workplace pensions, which she manages alongside her clients’ personal affairs.

Emma’s strengths lie in combining all aspects of financial advice from both a business and personal stance, using a wealth of experience in holistic financial planning to ensure that all clients’ needs are met.

Workshop Title: Practical financial planning and protection for you and your business