About Emery Little
We believe in a life lived on purpose
This has been our guiding thought since the beginning, and it continues to be our priority. It runs through everything we do as a team and the approach we take to financial planning.
We believe in…
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.
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.
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.
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.
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.