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Emma Birch

Client Services Assistant

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I am delighted to have joined the team at BpH Wealth in May of this year after taking a career break to raise my family.

I currently work a 3 day week from my home in Suffolk primarily assisting Elspeth and the Advisors with their client work. My role incorporates a number of responsibilities surrounding the Annual Review Process together with ongoing client services, help and support. I am particularly looking forward to becoming more involved with client meetings as and when the opportunity arises.

Whilst I hold no specific financial qualifications pertaining to the Client Services role, I have approximately 20 years’ worth of experience in a similar role and one of my aims at BpH is to consider some formal study in due course.

During my spare time I am kept rather busy by two children, two dogs and a garden – all of which are in constant need of attention! I am also a keen participant in ultra-marathons which inspired me in 2019 to organise my own 50km endurance walk throughout Suffolk in aid of a local charity, Lizzie’s Fund. I am planning for a similar walk to go ahead again next June and shall start canvassing for willing walkers soon.