0203 544 6810
Based in Stockwell
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: May, 2023
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Emily is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Emily's status
Last checked: 03 March 2025
12
Recent Client Reviews
Emily has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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: 28 October 2024
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
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
25
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 25 first impressions)
96% of users who are not yet clients had a positive first experience with Emily
Checks carried out by VouchedFor
FCA status: Certified by Firm
Emily is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Emily's status
Last checked: 03 March 2025
12
Recent Client Reviews
Emily has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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: 28 October 2024
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
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
25
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 25 first impressions)
96% of users who are not yet clients had a positive first experience with Emily
I provide my clients with the confidence to make financial decisions that will help them meet their goals. I have experience of working with clients at all stages of their lives, and provide tailored financial advice to suit their individual needs. I believe in creating lasting relationships with my clients to ensure I can guide them through any changes in their circumstances and our ever-changing world. I am driven to be given the opportunity to make a real difference to clients lives by helping them identify and achieve their financial objectives.
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
Savings
Age group
Clients' level of financial expertise
First impression
by a VouchedFor user
9 days ago
Overall
Please provide a brief comment about your experience with Emily
I was very reassured by my meeting with Emily. She listened to me, and completely understood my particular position, and gave me advice which was ideal for me. I feel very confident in having a working relationship with Emily and PTO.
First impression
by a VouchedFor user
16 days ago
Overall
Please provide a brief comment about your experience with Emily
Emily was approachable and understood my position. She listened to me and was friendly and professional. She gave me confidence that she was the right person for me to work with.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Emily
We found Emily very helpful at our initial meeting. She explained what her company could offer us very clearly and explained in general terms how we might benefit through investing with her company. Ultimately we decided that this wasn't right for us at this time, but the meeting was a good one and the follow-up efficient.
Review
by a verified client in Essex
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pre retirement looking to invest lump sum
How has Emily Brear helped you?
Advised more efficient investments and fanciltate cash withfpdrawl
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Wiltshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to make our pensions simpler to understand and keep an eye on
How has Emily Brear helped you?
She has done the above. She listens and understands what we are trying to achieve.
Have you seen the outcome you were hoping for?
Happy so far. Only been 6 months.
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