November 2020

Aware that there have been changes afoot at Emery Little? Our Director Jo Little talks us through what’s been happening…

We’re used to helping our clients plan their route ahead, but recently it’s been our own future we’ve been working on. Since my appointment as CEO and my Dad Andy’s move to Chairman, we’ve taken the opportunity to apply our ‘living life on purpose’ mantra to our own situation, taking a step back to reflect on what kind of business we want to be and, of course, how that translates into the service we provide to our clients.

Our top priority is to remain a sustainable and resilient wealth management business – a source of stability in the extraordinary times we’re all experiencing. We’re really clear that our main motivation at Emery Little is to put the best interests of our clients and employees at the forefront of everything we do. You can be the most resilient organisation out there but if your clients or employees feel undervalued or unimportant that’s a non-starter.

Passing the helm

As a family firm in which we all invest a huge amount personally, it’s been a big move for Andy to shift gear and step away from the helm. But his continued involvement in the governance of the company through our Board and Investment Committee means we continue to benefit from his experience and he remains an important part of the business, albeit with more time to pursue some of his many personal interests.

The rest of the team share such impressive experience, knowledge and expertise that I have complete confidence that Emery Little will continue to provide trusted advice to help you live your lives ‘on purpose’, whilst shoring us up as a business to embrace the opportunities and challenges of the coming years.

Investing in our people

Speaking of our team, I’m delighted to announce the arrival of a new member of our Financial Planning team: Marcus Farnfield. Alfie (a longstanding Emery Little team member) and I first met Marcus at a meeting of the financial services organisation NextGen Planners which we’re both involved in. Ever since that initial meeting, we’ve had our eye on him! He’s an experienced and talented financial planner who demonstrates the client-centric qualities we value, and we’re delighted he is now part of the team. I look forward to introducing you to Marcus on the blog soon.

As well as bringing in new talent, we’re putting a lot of investment into continuous professional development for our existing team members. This is so important to our employees as individuals, to our collective future, and to the high level of service we provide. Ongoing team development, I feel, can be only a good thing for the commitment and expertise of our team and the financial planning outcomes of our clients.

Improvements to our investing approach

During our period of reflection and review we’ve also explored a number of innovations in the wealth management sector, and thought about how we could employ them to deliver better service and improve our own processes. 

One of the areas we’ve identified for fresh ideas is our approach to investment portfolios. Working with our partner, Asset Intelligence, we’ve reviewed the methodology underpinning our investment portfolios and are making some changes that will benefit you, and help improve our efficiency and effectiveness. Your Financial Planner will discuss these changes with you at your next review. If you’d like to read up on it before then, do download our ‘How we invest at Emery Little’ guide

I’m really excited about the future for Emery Little, embracing innovation whilst continuing to invest in our people and put our clients first. I’ll keep you posted via the blog as well as more formal communications and reviews, and I’m sure you’ll share our enthusiasm as we launch into our next chapter, wholeheartedly ‘living life on purpose’.