We believe in…

01

Trust

Trust matters. It’s the most important value to us; both trust between planners and clients and within our own team. We know that your finances are a deeply personal part of your life, and never take for granted the trust you place in us to handle them.

02

Clarity

Like you, we believe that being clear with people is a basic kindness. We try always to outline financial choices in simple terms, and never let our expertise become baffling. Living with ambiguity, especially when it comes to your finances, is a source of anxiety and it’s our job to take that worry away.

03

Connection

Our relationship is with you, not your money. We want to give you a better life through sympathetic financial and life planning, and we can only do that properly if we really get to know you. Trust and confidence come from genuine connections and honest relationships, which for many of our planners and clients can last a lifetime.

04

Progress

Our team is highly qualified, experienced and perceptive, but that doesn’t mean we sit upon our laurels. We are always striving to do and be better, and are always open to your feedback. We don’t let an unrealistic ideal of ‘perfection’ get in the way of progress, and we’re never afraid of new ideas or approaches.

Our story

Each point on our timeline represents a step in our ongoing journey of growth and learning. As you scroll through, you’ll see how Emery Little has grown and adapted over the years, always with an eye towards better serving the families who trust us with their financial futures.

1971

Bryan Little and John Emery found Emery-Little Financial Services in Wiltshire

1998

Andy Little, Bryan’s son, sets up Emery Little in Hemel Hempstead

1999

Andy starts delivering seminars to executives providing guidance on pensions

2002

Emery Little move to Ebenezer Chapel

2016

Emery Little is awarded Corporate Chartered status by the CII

Why choose a Chartered firm?

2019

Jo Little is announced as Emery Little’s CEO

2020

Jo Little appointed as a Non-Executive Director of NextGen Planners.

NextGen Planners

2021

Financial Planner, Marcus Farnfield, makes the Citywire Top 35 advisers under 35 list.

Read more

2022

Emery Little features in FTAdviser’s Top 100 Financial Advisers 2022

Read more

2024

Emery Little named one of Professional Adviser’s 2024 Best Financial Advisers to Work For

Read more

2024

Emery Little move to new office in Camden

Meet the team

Find out more about the talented team who work on your financial plan.

Get to know us

Work at Emery Little

We’re always on the lookout for people who share our ambitions. If you’re looking for opportunities in financial planning, or want to learn more about life at Emery Little, take a look at our careers page.

Learn more