Live life on purpose

Are you ready to turn your what ifs into what nexts?

For professionals with significant wealth, we bring clarity to complex finances – helping you discover what’s possible as you approach life’s next chapter.

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Trusted by bp executives

We have extensive experience helping bp executives build comprehensive financial plans.

We have extensive experience helping bp executives build comprehensive financial plans. Our team understands the unique opportunities and challenges facing bp professionals and can help you make informed decisions about your financial future, including optimising your company benefits and pension arrangements.

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Are we the right fit for your financial journey?

We work with a diverse range of clients, but provide the greatest value when they align with these four key qualities:

High-net-worth individuals

Corporate professionals

Planning for the next chapter

Seeking a trusted partnership

You have in the region of £1m in investable assets or more.

You’ve accumulated significant wealth through your hard work and smart decisions. Now, you’re looking for a professional partner to help preserve and grow your assets for the long term. We work best with clients at this level, as substantial wealth often brings more complex financial considerations.

You’re a senior executive or professional employed at a large organisation.

While many firms specialise in entrepreneurs or business owners, we excel at helping corporate professionals. Our expertise in navigating complex corporate benefit packages and pension arrangements ensures you maximise what your employer offers. We speak your language and understand the unique financial opportunities available to you.

You’re looking to make the most of your retirement or the next phase of your life.

You’re entering or approaching a transition, possibly moving from a senior leadership role within the next 5-10 years. You want certainty that your finances will support your vision for the future, turning your professional success into personal fulfilment as you plan for retirement or your next venture.

You’re looking to delegate the management of your finances to a single trusted partner for the long term.

You value a collaborative approach built on honesty and transparency, where you receive straightforward advice – even when it challenges your thinking. You prefer comprehensive, ongoing support and a financial partner who truly understands what matters to you.

The gold standard in financial planning

We’re proud to hold Chartered Financial Planners status – the highest qualification awarded by the Chartered Insurance Institute. This prestigious designation demonstrates our commitment to maintaining the highest standards of knowledge, ethics and professional development. When you work with Emery Little, you can be confident you’re receiving advice from a firm that has made a public pledge to put your interests first.

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He strives to get to know us, our goals, and more importantly, our concerns.

Harry Dunkinson has worked with my wife and me for the past few years. During this time he has strived to get to know us, our goals, and more importantly, our concerns. He communicates very clearly and answers our questions fully. He walks us through all strategies and plans. We are very comfortable working with him. He also gave excellent ‘starting out’ advice to our daughter.

Eammon's review

I have found them very knowledgeable, approachable and straightforward.

I’ve been advised by Emery Little Wealth Management for over 25 years now. I have found them very knowledgeable, approachable and straightforward. They have a mantra of ‘True Wealth’ which takes an overview of life in its entirety and aims to do the best for clients in the long term. This helps the client to focus on what true wealth really means for them and helps prevent knee-jerk reactions which may not be good for the long term.

Chris' review

He explains things simply and ensures I understand.

Working with Michael has been amazing. I know very little and he explains things simply and ensures I understand. I am confident for my financial future and have been given top quality service and communications.

Sallie's review

Helpful and go the extra yard as needed.

I’ve been a client of Emery Little for some years now, most recently being advised by Woods Mullan. I’ve always found Woods and his colleagues to be helpful and to go the extra yard as needed. As my business relationship with the whole team has developed it’s become a friendly personal one as well.

Bernard's review

They challenge us to live life with purpose, encouraging us to fulfil our dreams.

I have been a client for over 25 years, EL provide a very professional and personal service. They challenge us to live life with purpose, encouraging us to fulfil our dreams by providing an awareness of our financial position into the future which gives us confidence to act.

Stephen's review and more