Emerald Associates

Emerald Associates specialises in offering expert advice to individuals & businesses across North East England & Scotland. We offer advice in important areas including investment planning, Inheritance Tax planning, Retirement planning, and Protection planning. From our start, back in 2007, our aim has been to provide every one of our clients with the very best financial advice and solutions for their individual needs. It sounds simple. But every one of us is different, with different experiences, aspirations, and situations. We know that. This is why we take the time to build relationships face to face, to listen, and really get to know you. It means that you can be confident that the advice we give, the solutions we recommend, and the service you receive will be right for you, your family, or your business. Emerald Associates is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Emerald Associates is a trading name of Emerald Financial Associates Ltd. SJP Approved 23/10/2025