0330 038 8942
Based in Bedford
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Emily has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
24
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 24 first impressions)
100% of users who are not yet clients had a positive first experience with Emily
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 24 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Emily has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 8 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 17 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
24
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 24 first impressions)
100% of users who are not yet clients had a positive first experience with Emily
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 24 first impressions)
I take a modern and fresh approach to financial planning and put you and your objectives at the centre. Whilst it is necessary to gather details from you upfront on what your current personal and financial circumstances are, I promise I will not dwell too long on financial products - they are but a means to an end. I want to hear about your life plans. How do you want to spend your days in retirement? What hobbies do you wish to continue or start? If you are starting a family, perhaps you have a vision of how you will live? How your children will be educated? What holidays you will take? If you have been through a divorce or a bereavement you may need help with making decisions on how to best invest a settlement or legacy so that you give yourself the best chance of a brighter future. Whatever your stage in life, I can help you with a financial plan that will put you on track. As with building any trusted professional relationship the most important thing is that we can work together openly and honestly. I will be transparent and truthful as to what is achievable, and whilst I cannot guarantee investment performance I assure you that you will find wellbeing taking control and gaining a better understanding of your financial life. I am particularly keen on working with people who wish for their money to impact the world in a positive way, by choosing investments in funds that include companies that are behave ethically, and lead with a clear agenda on the environment, governance and sustainability. There are many options out there for such investment and I would be delighted to talk to you about them. Another area of specialism is estate planning and will writing, and I am an Associate Member of the Institute for Professional Will writers.
Offers available through VouchedFor
Contact Emily through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Emily's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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