Wealth Management

We’ll make sure you don’t miss planning opportunities available to you, be they tax optimisation, investment opportunities or options at work.

Investments

Our investment process ensures extensive research within a robust framework to support any recommendations made. As an independent firm, we have access to a huge range of financial products, so you can rest assured that we will always recommend the most appropriate solutions for you.

Tax Planning

We offer comprehensive tax planning advice covering income tax, capital gains tax and inheritance tax mitigation strategies. In this, we help clients pass on wealth to future generations in a way that is efficient and in line with your family values.

  • Trust Advice
  • Charitable giving
  • Lifetime giving – helping out the next generation, and the next! And sometimes the one above.


Retirement Planning

Three of our Planners hold the CII’s Advanced Pension qualification, and we’ll give you access to the full range of retirement options, pre- and post-retirement planning.

BP

With extensive knowledge gained over many years, of Employee Benefits, Pension, and importantly, the Culture, we are in an unrivalled position to be able to advise clients with a link to BP. We’ll help you understand and make the most of your benefits package, including the pension plan and share schemes. We’ll also answer technical queries around the pension, such as lifetime allowances and transfer options, and discuss diversification strategies for any BP Shares accrued.


We are a Chartered Financial Planning firm and have high minimum qualification standards for all of our client facing team, not just the advisers. So you can be assured of the excellence of the whole Emery Little team.