Emery Little at a glance: Our story in numbers

Numbers tell a story, and ours is one of longevity, progress and impact. Here’s a snapshot of Emery Little’s key figures as of October 2024, giving you a clear picture of who we are and the scale at which we operate.

Assets under management

More than just a number, this represents the trust placed in us by hundreds of families. It’s the foundation upon which we build financial futures and lasting legacies.

Years in business

Over five decades of evolving financial expertise. We honour our roots while continually adapting to meet changing client needs, always following the latest evidence to inform our strategies.

Families served

Each family represents a relationship built on trust, understanding, and shared aspirations. We’re proud to be the chosen partners in these families’ financial lives.

Employees

Small enough to care, large enough to deliver. Our team size allows us to offer personalised service while having the breadth of expertise to handle complex financial needs.

Our story

Each point on our timeline represents a step in our ongoing journey of growth and learning. As you scroll through, you’ll see how Emery Little has grown and adapted over the years, always with an eye towards better serving the families who trust us with their financial futures.

1971

Bryan Little and John Emery found Emery-Little Financial Services in Wiltshire

1998

Andy Little, Bryan’s son, sets up Emery Little in Hemel Hempstead

1999

Andy starts delivering seminars to executives providing guidance on pensions

2002

Emery Little move to Ebenezer Chapel

2016

Emery Little is awarded Corporate Chartered status by the CII

Why choose a Chartered firm?

2019

Jo Little is announced as Emery Little’s CEO

2020

Jo Little appointed as a Non-Executive Director of NextGen Planners.

NextGen Planners

2021

Financial Planner, Marcus Farnfield, makes the Citywire Top 35 advisers under 35 list.

Read more

2022

Emery Little features in FTAdviser’s Top 100 Financial Advisers 2022

Read more

2024

Emery Little named one of Professional Adviser’s 2024 Best Financial Advisers to Work For

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2024

Emery Little move to new office in Camden

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Real people, real results

We specialise in turning financial uncertainty into a clear path forward. But don’t just take our word for it—hear from our clients about how we’ve helped them move from ‘what if’ to ‘what next’, enabling them to live life on their terms.

He strives to get to know us, our goals, and more importantly, our concerns.

Harry Dunkinson has worked with my wife and me for the past few years. During this time he has strived to get to know us, our goals, and more importantly, our concerns. He communicates very clearly and answers our questions fully. He walks us through all strategies and plans. We are very comfortable working with him. He also gave excellent ‘starting out’ advice to our daughter.

Eammon's review

I have found them very knowledgeable, approachable and straightforward.

I’ve been advised by Emery Little Wealth Management for over 25 years now. I have found them very knowledgeable, approachable and straightforward. They have a mantra of ‘True Wealth’ which takes an overview of life in its entirety and aims to do the best for clients in the long term. This helps the client to focus on what true wealth really means for them and helps prevent knee-jerk reactions which may not be good for the long term.

Chris' review

He explains things simply and ensures I understand.

Working with Michael has been amazing. I know very little and he explains things simply and ensures I understand. I am confident for my financial future and have been given top quality service and communications.

Sallie's review

Helpful and go the extra yard as needed.

I’ve been a client of Emery Little for some years now, most recently being advised by Woods Mullan. I’ve always found Woods and his colleagues to be helpful and to go the extra yard as needed. As my business relationship with the whole team has developed it’s become a friendly personal one as well.

Bernard's review

They challenge us to live life with purpose, encouraging us to fulfil our dreams.

I have been a client for over 25 years, EL provide a very professional and personal service. They challenge us to live life with purpose, encouraging us to fulfil our dreams by providing an awareness of our financial position into the future which gives us confidence to act.

Stephen's review and more

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.

Our key investment principles

At Emery Little, we believe in a systematic, evidence-based approach to investing. Our philosophy is grounded in academic research and long-term market behaviour, designed to deliver robust returns while managing risk effectively.

01

Faith in capital markets

We believe in the enduring power of global markets to drive long-term wealth creation. Despite short-term fluctuations, history demonstrates that markets have consistently rewarded patient investors over time.

02

Risk and return are related

We recognise that higher potential returns come with increased risk. Our approach involves understanding and balancing these risks to align with your financial goals, acknowledging that there’s no reward without calculated risk-taking.

03

Markets are efficient

We accept that market prices generally reflect all available information, making consistent outperformance challenging. Rather than trying to outsmart the market, we focus on efficiently capturing returns through a systematic approach.

04

Long-term focus

We adhere to a systematic, evidence-based strategy that emphasises patience and long-term thinking. This disciplined approach helps manage emotions through market fluctuations, avoiding reactive decisions based on short-term market movements.

Investing in knowledge for your benefit

We believe ongoing learning enhances our ability to serve you better. Our team pursues qualifications beyond industry requirements, aiming to provide well-informed, comprehensive financial guidance. This commitment to professional development reflects our dedication to supporting your financial journey effectively.

Meet the team

Dynamic team, proven principles

We’re proud to have a team of young, passionate financial planners. Their energy and fresh perspective keep us at the forefront of the industry, while their commitment to evidence-based practices ensures our advice remains grounded and relevant. This combination of youthful dynamism and rigorous adherence to proven principles, supported by insights from our experienced partners, means you receive financial guidance that’s both innovative and dependable.

Our service

We believe in enduring relationships, not one-time transactions. Our service is a comprehensive, ongoing financial partnership that evolves with your needs. This includes, but is not limited to:

Annual planning meeting

We’ll sit down with you each year for a thorough review of your financial picture, but our support doesn’t stop there. You can reach out to us anytime with questions or concerns. Some years, you might find the annual meeting is all you need. In others, especially when life throws financial curveballs your way, we’re here to offer more frequent guidance. Our goal is simple: to be here for you, responsive and ready, throughout every stage of your financial journey.

Retirement and pension planning

We help you navigate the complexities of retirement planning. Our approach considers your unique circumstances, clarifies your options, and aims to optimise your pension contributions. Together, we’ll create a robust plan designed to provide sustainable income throughout your retirement years.

Inheritance tax planning

Preserve more of your wealth for future generations. We’ll work with you to develop strategies that balance your current needs with your legacy goals, helping you make a lasting impact on your family’s financial well-being.

Personal tax planning

Navigate the ever-changing tax landscape with confidence. We’ll help identify opportunities to improve your tax position, ensuring your financial strategies support your broader life goals and aspirations.

Investment management

Your financial goals drive our investment approach. Using evidence-based principles, we’ll build and manage a robust, diversified portfolio tailored to your needs. Regular reviews ensure your investments evolve as your life does.

Cashflow modelling

See your financial future come to life. Our advanced modelling tools transform complex numbers into clear, visual plans. This approach helps you make informed decisions and gain confidence as you progress towards your financial goals.

How we charge

We believe in transparent pricing that provides value without compromising on service quality.

Initial consultation call

Let’s get to know each other. We offer a no-obligation, 30-minute chat to understand your financial goals and see if we’re the right fit for you.

Initial planning process

Your financial planning journey starts here. For a flat fee of £3,000, we’ll create your comprehensive financial plan, giving you a clear roadmap for your financial future.

Ongoing service fee

We charge an annual fee of 1% on assets up to £1.5m, and 0.5% above that. This ensures you receive continuous support and expert management of your financial plan.

New investment fee

We charge a 1% fee on new investments, covering our advice and the work involved in implementing your investment decisions.