Emily's reviews
Reviewed for
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 17 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 6 )
Long Term Care ( 3 )
Financial Planning ( 15 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 6 )
£100k - £200k ( 2 )
First impression
by a VouchedFor user
7 days ago
Overall
Please provide a brief comment about your experience with Emily
Only a phone conversation as of yet but am looking forward to our first face to face in a weeks time. Brief 1st conversation I get impression that I am going to be in good hands and am looking forward to our journey together
Review
by a verified client in West Yorkshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The review is part of my pension portfolio managed by TPO
How has Emily Brear helped you?
Prepared a cash flow and requirements analysis. Explained how portfolio has performed over the past 5 years.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing in particular
Review
by a verified client in East Sussex
11 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited some money and my husband had a private pension
How has Emily Brear helped you?
She changed the distribution of the portfolio.
Have you seen the outcome you were hoping for?
No, the portfolio fluctuates too much.
What could they have done better?
To offer other alternatives for our money.
Review
by a verified client in Surrey
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
On retirement I needed advice on how to manage my pension.
How has Emily Brear helped you?
Emily has prepared a plan which fulfils my requirements both in the short and long term.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
I am not aware of any items which could have been done better.
Review
by a verified client in Outside UK
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Capital and income accidentally exceeded my immediate needs. Had to do something with it, optimise tax position and invest for the long term. That was in 2000 and I have used financial advisers and wealth managers ever since, changing advisers when necessary.
How has Emily Brear helped you?
Emily took over last year from an adviser who I have known for 20 years and who advised me for over 5 years. She restructured my investment portfolio, immediately resulting in an increase in its value and hopefully resetting it for the long term.
Have you seen the outcome you were hoping for?
Generally yes, but it remains to be seen whether the newly balanced portfolio performs in the long term.