0208 166 7217
Based in Woolwich
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, 2024
5 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: 01 April 2025
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Emma has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emma has received 6 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 January 2025
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.
3
Qualifications Uploaded
Emma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Emma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emma (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Emma
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emma (based on 4 first impressions)
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: 01 April 2025
Emma and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Emma has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emma has received 6 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 January 2025
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.
3
Qualifications Uploaded
Emma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 qualification certificates available to view
Emma has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emma (based on 4 first impressions)
100% of users who are not yet clients had a positive first experience with Emma
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Emma (based on 4 first impressions)
As a child I had always dreamed about being the first woman to win the Grand National thanks to my late grandmother's love of racing. However, after a few years in equestrian stables followed by extensive travel I realised I had a passion for helping others, and a passion for financial services was born. Starting at HSBC in 2001 I worked in various departments before realising Wealth Management was my calling. Numerous exams later and with roles at the Prudential and Chase de Vere, I have now found my forever home with Compass Financial Solutions. I am really passionate about financial education, and appreciate that each of us have different paths, not only of how we get to where we are, but also where we want to go! So one size definitely does not fit all and I will work with you to ensure that each client has their needs fully analysed and that any planning is totally bespoke to you. I can advise in all areas of financial planning, savings and investment planning, inheritance tax planning, pension planning, long term care, and, very importantly, ensuring you are adequately protected against life's unexpected events. I have also had experience within the public sector pensions and all the intricacies within. When not helping my clients, I love to travel extensively which is handy given my husband, Lars, is based in New Zealand where he has a successful superyacht business. I have travelled five continents, including living in Israel until they would no longer re-new my visa! My favourite experiences have been Carnival in Rio and a month solo in Rishikesh, India, on the banks of the Ganges, seeing the Taj Mahal and the Golden Temple at Amritsar were also one of life’s unforgettable ‘Wow’ moments. I am based in South London and have two grown up daughters, Sofia & Ella, a grandson, Enzo, and most importantly my Miniature Dachshund Maple! The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 14/05/2024
£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
Household income
Savings
Age group
Clients' level of financial expertise
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.