“Emily challenges you and makes you think bigger.”
“I’ve always tried to do the right thing with my money, but it was always at the back of my mind that I should be doing something smarter with it all. The tipping point came when I inherited some money and realised I really didn’t know what I was doing anymore. Rather than let it sit and do nothing in the bank, I decided it was time to get some professional advice.”
Holiday of a lifetime
“When it’s your own investments, trust is everything.”
“Emily was recommended to us by our lawyer in 2012. At that time we were in our mid-50s and thinking about our pensions. We had pots of money in all sorts of places, but we weren’t sure what it all meant – when we could retire, what to do with the pot, what we could afford – we needed someone to help tidy it all up. Emily did that, and so much more.”
“Emily is the the sort of person we can share things with.”
Emily took real interest in us and started to make some positive suggestions about better things we could do with our money. She helped us with other issues too – now we don’t have to worry about tax returns, she’s helped to set up a trust fund for our grandchildren, and now everything ticks over.