We believe in…
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.
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.
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.
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 history of helping clients live their life with purpose is a long one, and we’ve had many interesting milestones and moments along the way.
Emery Little established.
Emery Little office in Hemel Hempstead established.
Andy started delivering seminars for executives providing guidance on pension matters.
Emery Little move into Ebenezer Chapel.
Andy qualifies as a Registered Life Planner.Registered Life Planner
In response to the FSA’s Retail Distribution Review, Emery Little moved from commission, to a fee based charging structure.
Alfie Mullan qualifies as Emery Little’s first Chartered Financial Planner.Read more
Emery Little is awarded Corporate Chartered status by the CII.CII membership
Employees and clients raised over £85,000 for three charities in celebration of the 21st anniversary of the opening of our Hemel Hempstead office.
Jo Little announced as Emery Little’s CEO.
Jo Little appointed as a Non-Executive Director of NextGen Planners.NextGen Planners
Change of ownership structure with shares owned by a number of employees.
Financial Planner, Marcus Farnfield, makes the Citywire Top 35 advisers under 35 list.View on citywire.com
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.