Diane's Story

When I had my first meeting with Emery Little, I was 42 and the Head of HR for a FTSE100 company. I had joined the Company at 21 on a Graduate Recruitment Scheme and had worked hard to get where I was. My partner James was working in Marketing, also for a large Corporation, and there was a possibility that he might be able to take voluntary redundancy.

Money

We both had substantial pensions with our employers, and had invested in ISAs each year through the bank. We also had some savings held in deposit accounts.

Life

We always holidayed well each year, making sure we skied and got a couple of weeks in the sun. Otherwise though, we were both working long hours and really wanted to achieve a better balance. We were wondering if James’ redundancy might give us the opportunity to view life a bit differently, but it all felt a bit overwhelming.

We have no children of our own, but have a close extended family, including nieces and nephews. We knew we were in a better financial position than our siblings, and were keen to help the kids get a foot up on the housing ladder, but we weren't sure how.

Emery Little

When we embarked on our journey with Emery Little, we uncovered areas of our lives that had lain dormant, and evaluated different ideas for the future. We both saw a second phase in our careers emerging, and the possibility of earlier retirement.

It became clear that we were less likely to run out of money than we were to run out of time, if we didn’t bring some of our future plans forward. As a result we began to see money as an enabler for our dreams, and were able to start to live our lives very differently, and still put funds aside for the family.