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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

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: Bedford Heights, Brickhill Drive, Bedford, MK41 7PH.

Click here to read our privacy policy.

Contact 07786 854048 emily@happyplanetfp.co.uk Bedford Heights, Brickhill Drive, Bedford, MK41 7PH
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