Emily Pool

Emily Pool

Happy Planet Financial Planning

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Bedford
View location

Top Rated 2025
Verified since: January, 2021

4.9 out of 5

60 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 07 March 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

    Verified reviews: 100%

    Emily has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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 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

    Last checked: 07 March 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

    Verified reviews: 100%

    Emily has received 8 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    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 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 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

Reviews of Emily

Are you a client of Emily? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.