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 our approach is particularly well-suited for individuals who are:

Seeking a trusted partnership

High-Net-Worth Individuals

Looking for honest advice

Planning for the next chapter

You’re looking to delegate the management of your finances to a single trusted partner for the long term.

You value a collaborative approach to financial planning and are ready to entrust all your investable assets to one expert firm. You prefer comprehensive, ongoing support and guidance from a single, reliable source.

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 value a partnership built on honesty and trust, where you know you’ll be told what you need to hear, even when it might not be what you want.

You appreciate straightforward, candid advice. You understand that effective financial planning sometimes involves difficult conversations, and you’re prepared to engage in them for your long-term benefit.

You’re looking to make the most of your retirement or the next phase of your life.

You’re entering or approaching a new stage in your life, possibly transitioning from a senior leadership or director-level role. You want to ensure your finances support your vision for the future, turning your professional success into personal fulfilment as you plan for retirement or your next venture.

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