Emma Wardle

Financial Planner

Emma is a Financial Planner with more than ten years’ experience in the industry. Since joining Logic she has been looking after our mortgage clients and more recently has been moving into a broader financial planning role. In the last couple of years she has completed five exams (including three advanced level papers) and is well on course to reach her goal of joining Harj and Lindsey as a Chartered Financial Planner.

What the team says:

“Emma has a strong imagination and a desire to be successful. She plays a crucial role in the way we approach tasks and solve problems. She is also leading the charge to help us understand each other’s communication style so we can work more effectively together.”

What Emma says:

“I’ve worked in various organisations and enjoy the challenges that arise when involved with a small business. Every day is different at Logic, as is the variety of work that comes across my desk. Although the studying is taking a fair amount of my time outside work, I’m determined to be qualified in record time!”

What her clients say:

“Emma explored our financial situation in detail and produced a very comprehensive report ahead of making any recommendations. We felt she really understood our requirements and offered appropriate solutions. Emma has always been timely in her service and we will be continuing to utilise her expertise in the future”