Reviewed for
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 11 )
Financial Mentoring ( 2 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 7 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
First impression
by a VouchedFor user
22 days ago
Overall
Please provide a brief comment about your experience with Emily
Friendly and interested in us as people with real plans and hopes and how she can help us to achieve them
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Emily
My husband and I met with Emily in January 2025 to discuss our ‘Will’. Emily was very welcoming whilst remaining professional and efficient. Everything was very clearly explained and Emily took her time to make sure we understood every step of the process and was more than happy to answer the questions that we had. She explained the various options along with their outcomes as well as any potential pitfalls. We felt very comfortable discussing our Will with Emily and that she was guiding us in the right direction. I have no hesitation in recommending her services. We also had a few other questions that were not related to the Will and again Emily took her time in answering and providing advice. We now have peace of mind knowing that our family will be cared for when the time comes.
Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Emily Pool helped you?
Emily helped us to invest an inheritance to best support my families future as well as get us started with financial planning to support retirement plans
Have you seen the outcome you were hoping for?
With Emilys help we were able to invest our. money I ways that support the whole family.
Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice on pensions, i’ve had a policy for years and wanted to optimise its performance. Emily was highly recommended to me by a friend.
How has Emily Pool helped you?
She was incredibly helpful, explained everything in detail, explained what she would do, what the benefits were and gave me a realistic projection for the future
Have you seen the outcome you were hoping for?
Not yet as it’s too early, but i have a clearer idea of what I need to invest to achieve the desired outcome
What could they have done better?
Nothing, she covered everything
Review
by a verified client in Bedfordshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wishing to make new investments and reduce inheritance tax.
How has Emily Pool helped you?
Gave general advice and guidance towards suitable investments.
Have you seen the outcome you were hoping for?
Yes