What’s your true wealth?
A life led with purpose
True wealth can’t be counted in pounds and pence. In reality it comes down to time spent with people you love and doing things that make your heart soar.
Our experienced financial planners can give you the tools and confidence to do just that; making sense of your money and helping you plan your future with clarity and purpose.
Find financial confidence and clarity
You may not have the time or tools to make sense of your finances but our financial planners do. They’ll bring clarity to your current situation, help crystallise your hopes for the future, and set out a financial roadmap to get you there.
Getting started – Our tried and trusted planning process
During your first few meetings, your dedicated Financial Planner will get to know you and help you understand where you are now, define your hopes for the future, and set out a financial roadmap to get you there.
What is a Financial Plan?
Forget dry financial documents: your Financial Plan is your roadmap to freedom. The freedom to be able to do exactly what you want to with your life, when you want, with who you want, for as long as you want. Written with your input and tailored to you, your Financial Plan will establish what you’re aiming for, and clearly set out the steps needed to navigate you there.
Latest news
“The process has reassured us that we are in good shape moving forward”.
I had recently taken early retirement I wanted some professional advice on my financial planning. Having worked in many different locations around the world I had quite a number of investments with different providers but no clear strategy
Read more about Lee and Tom
Meet the team
Your financial future and plan will be managed by your Financial Planner and the rest of the team here at Emery Little. Our team will become your team, always on hand to answer any questions.
Curious to learn more?
Your journey to clarity and confidence starts with a free conversation with one of our financial planners.
