Why choose us

As you can see, I am not your usual Financial Planner. I won't just talk about markets, performance, returns... but also what really matters to you.

We’re Top-Rated

VouchedFor is the UK’s leading ratings service for financial and legal advisers. Being awarded Top-Rated status is, for me, the best possible accolade, as it’s based solely on client feedback.

I share your concerns

I too worry about climate change and the destruction of the planet and want my children and grandchildren to inherit a better and fairer world. I believe in being the change we want to see.

I am an ethical and sustainable investment specialist

My purpose is to help people “invest with intention” with a range of portfolios that give you the ultimate choice over which funds benefit from your investment.

An independent firm

As an independent financial planning firm, I am able to offer the best products available from the whole of the market to help you achieve your financial planning objectives without any conflict of interest.

I'm a female-finance specialist

I know that traditionally, finance hasn’t been the most inclusive space for women. I am a proud advocate of women in finance and talking to women about their finances, being a regular co-host of the Women and Money Café podcast which aims to educate and empower women to take control of their finances.

My personal approach

It’s all about your future – that makes it a very personal service that is offered. I enjoy building friendly, long-lasting and importantly – trusted – relationships with my clients and being there for you whenever you need me.

Hear it from my clients

There’s no better way to understand what I do and how I help our clients than to hear it from them directly.

“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