Professionals accumulating wealth

You’re planning for a bright and secure future – for you, those you love and the planet.

You may be...


You have plans for the future and a vision in your mind of the kind of lifestyle you’d like to enjoy. You just need some help working out how your finances can best support your aspirations.


About doing the right thing, protecting the planet for the generations that come after you and creating a more just and peaceful world. You don’t want to sit by and be a silent observer – you want to be an agent of change.


To make sure you’re doing the right things with your money and that it’s well-protected against potential risks in a fast-changing world.

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.

Financial protection

Gain peace of mind that your loved ones won’t be financially impacted should you lose your health, livelihood or life.

Pension planning

How much should you be saving and are your current pension plans up to the job? I’ll provide answers to your questions.

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