0330 038 8941
Based in Cleethorpes
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: October, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Emma has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emma has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Emma has not yet added their qualifications to their profile
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Emma has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 09 April 2025
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Emma has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emma has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 30 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Emma has not yet added their qualifications to their profile
Qualifications not yet added
Emma has not yet added their qualifications to their profile
Transparent Fees
Emma has not yet added their fees to their profile
Fees not yet added
Emma has not yet added their fees to their profile
I have worked in financial services for over 20years. Working with Crosby Financial Planning I specialise in holistic financial planning taking a particular interest in spending time with my clients to understand their needs and objectives. My aim is to work with clients to create plans to help them to achieve their goals for both now and for the future. My client base is very diverse ranging from 18 – 80. I believe the key to being a good adviser is the ability to listen and build trust and understanding with my clients, to enable me to use my experience and skills to create bespoke plans to meet there needs, but in a manner that they understand and is personal to them. I am lucky to now be able to say I have found that balance between being a financial adviser, wife, mum, and friend. Although its sometimes a challenge! *Crosby Financial Planning advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.
£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 Emma's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Savings
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