About Happy Planet

I take the fear and anxiety about clients’ financial futures away with personalised financial planning designed to empower you.

My approach brings together strong wealth planning and investment management expertise with a focus on the values that you live by. I start by getting to know you, what drives you and what keeps you awake at night. Then I set about aligning your vision for the future of our planet with your vision for your own future – creating a plan that you can feel good about.

You can read more about this on the “Why Happy Planet” page.

What we do

Alternatively, you might like to find out about:

Our mission and goals

Our founder and Financial Planner, Emily

The impact your money decisions can make

Why choose us?

From my values, to the value I add for my clients, find out more about the reasons my clients choose Happy Planet.

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I'd love to help if you’re looking for an Independent Financial Planner, and you wish to discuss aligning your investments with your values.

Happy Planet Financial Planning Limited is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

You can find Happy Planet Financial Planning on the FCA register by clicking here. Registered in England & Wales. Company number: 14388389. Registered Office: 1 Oaklands Road, Bedford, MK40 3AG.

Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

Office address: 1 Oaklands Road, Bedford, MK40 3AG.

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