Who are we?

Through collaboration and partnership, we guide you from ‘what if?’ to ‘what next?’, turning vague ideas into concrete plans.

We help current and former executives and their families transform dreams into reality, ensuring your life story becomes one of ‘glad I did’ rather than ‘wish I had’.

Our approach delivers financial clarity, enabling you to confidently make the most of retirement and live life on purpose.

But what does living life on purpose really mean? Some of our existing clients explain what it means to them in this short video.

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.

Meet the Financial Planning team

Our team of financial planners are at the heart of Emery Little. Each brings their unique perspective and expertise to help guide you through your journey. Get to know the faces behind the figures and discover how our planners can help you make the most of your financial journey.

Find out more

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

Book a free hour-long conversation with one of our planners to see if we’re the right fit for turning your aspirations into reality, ensuring you make the most of your hard-earned success.

Book an Intro call