Business owners

Take a step back, analyse where you’re going and how you’re going to get there.

You may be...


You’ve got ambitions for your future. But as you’ll know, a goal without a plan is just a dream.

I’ll give you all the facts and figures you need to make fully informed decisions and a roadmap to get you from where you are now to where you want to be.


Maybe you’ve found yourself drifting through life recently, lacking motivation and not enjoying what you do any more.

I’ll help you focus on where you could go from here and create a future that you’re passionate about.


You’re a busy person and running a business means you’ve probably got a head full of figures already.

But how much time do you actually have to devote to your personal finances and thinking about whether everything is heading in the right direction.

How Emily can help

Financial planning

An opportunity to identify what you want your future to look like and how you can position your money to obtain it.

Cash flow planning

Make it easier to visualise and achieve your life goals with the help of sophisticated cash flow forecasting technology.

Ethical investing

Make values-based decisions about where your money is invested and feel good about how you build your wealth.

Tax planning

Explore all the legitimate available opportunities to reduce your tax burden and direct your savings towards your goals.

Business protection

Gain peace of mind that your business is adequately protected with Key Person Insurance, Shareholder Protection and other tailored solutions.

Exit planning

Discover the sale price you will need to achieve to move on in the way you want, and plan for the next stage of your life.

Client's stories

See below testimonials from my clients

“Emily has acted in a truly professional manner, and she took such care and diligence as if the pension were her own. I feel like my financial affairs are in very safe hands.”
C Bavister
“Emily was professional in every manner, appointments were arranged around my busy schedule which was extremely helpful. I would highly recommend Emily.”
A Bodman
“Emily made deciding on the investments I wanted to make for my pension easier than I had thought it would be. She explained everything well and I was delighted to learn I could invest exclusively in sustainable and ethical funds, which for me seemed the obvious way forward in today's world.”
K Cameron
“Brilliant service. Given lots of time to think about things and ask questions and have met in 4 different ways: phone, video call, in Emily’s office and at our home.”
N Fountain
“Emily set everything up for me & was very professional in her approach & understanding.”
A Nevzat
“A very positive experience, she was clear and thorough”
L Gratton
“Emily was super helpful. I am so relieved that I am now back in control and hope to retire just as soon as I can.”
N Warner
“Emily was very helpful, she provided me with lots of information, very clearly, concisely and easy to understand. Her advice was invaluable to me and will change my life. ”
F Johnston
“Very professional with a friendly manner”
P Simpkins
“Emily was very thorough. We talked about everything from JISA's for our kids, to commercial properties and pensions. She also gave us a very detailed plan so we can move forward. We're very happy with her service.”
L McInnes
“Very efficient and provided useful recommendations in the timeframe I needed to work to.”
P Marco
“Emily was very knowledgeable & offered great advice”
H Nevzat
“Emily is friendly and makes the pension process easier to understand”
N Whiteside
“We weren't sure if we needed a financial adviser until Emily's first appointment with us. Now I see why she is highly recommended, her knowledge is evident in everything she says in a down-to-earth non-evasive manner.”
First impression from a user who is not yet a client