Emery Little Wealth Management Ltd - London

aassaf

A friend of ours recommended Emery Little for our financial planning. We evaluated three companies at the time.
Choosing Emery Little was an easy decision for us. Three years on and we are very happy with them. They have the skills and knowledge, as individuals and as a group. The engagement and interactions with us is first class, even got better with the new one-stop portal. We are grateful to everything Marcus, our account manager has done for us ensuring all of our requirements and needs are met, while rigorously managing our portfolio to achieve our overall objectives. We highly recommend Emery Little!

richard smuts

The Emery Little team has been helping me manage my financial affairs since 2013. In my view, they are a first class wealth management partner.
Working more recently with Michael Gibbins, we continue to spend time understanding my risk appetite relative to my family's lifestyle aspirations and needs coupled with long term financial security.
On all measures, including portfolio performance, responsiveness and cost, I believe that I am in good hands.
I would be very happy to recommend Emery Little to other potential clients.

Matt Boss

We have been clients of Emery Little for more than 25 years and I have always appreciated the friendly and approachable dealings we have had with them, not just from our financial advisor/ planner but from the whole team that we interact with. They are a family business which is well set up and structured but is not so big that they lose the personal touch which is important to us in a financial advisor.
Emery Little's approach is very much to understand where we are going in life and to tailor their financial planning to support that, rather than selling us products or pushing services that we may not need. There are years when things are just ticking over, and other years when there are big decisions to be made - in either case we appreciate the advice and guidance we get from Emery Little which gives us reassurance that our finances are on track to fit our life plans.

Derek Lloyd

Being a Client of Emery Little over many years has been both profitable and pleasurable.

I have always found the staff to be very efficient in the service they provide They are extremely keen to ensure that they fully understand ones financial and family situation before providing investment advice, in particular taking account of the level of risk one is comfortable with.

A major piece of advice they give to be a successful investor is that investment is for the long term and patience is an essential characteristic.

Annual reviews are carried to discuss any changes of circumstance which might impact on the investment pattern. I have found these extremely beneficial over the years.

But it's not all about money. Clients are not just numbers with Emery Little, they are treated as people with all the ups and downs that life throws at them.

Live life on purpose, create a bucket list and tick the items off, and don't forget to spend the money accrued on yourself in later years. These are all themes which Emery Little encourages its clients
to embrace.

An excellent organisation.

Shaun Perkins

Emery Little have advised us over the last 3 years as we have made the significant life transition of repatriation to the UK and retirement. We needed more than just traditional financial advice. We sought a partner who could help us integrate our financial assets with our broader life goals in retirement. Emery Little, and specifically our adviser Harry, have been a fantastic help in this regard.

Harry, along with the entire Emery Little team, have provided us with excellent guidance and support. They have kept us grounded and focused not on just the numbers but on how those numbers align with the lifestyle we want to lead. The annual review process and ongoing dialogue are key to this.

Shaun and Caroline Perkins

Stephen West

I have been a client of Emery Little for nearly twenty years during which time there have inevitably been changes as ideas and methodologies have developed. However, what has remained constant during that entire time is their unwavering commitment to communicate, explain, support and guide. Their approach is very focussed on the individual or family, understanding their needs, aspirations and concerns and creating and developing a financial plan with the client, which is reviewed annually, to underpin all those elements.

Another important aspect for me is that these plans are supported by detailed and long term financial analysis rather than picking funds based on personalities. Through this holistic and in depth approach they also engender a feeling of family with the client whilst at the same time maintaining a high degree of professionalism which is mirrored throughout the entire organisation.

I have no hesitation in recommending Emery Little in the highest possible terms

Chris Grant

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.

Sally McLintock

Emery Little have acted as our financial advisors since 2008.
Apart from having complete confidence in their integrity and professionalism over this time, we have enjoyed the interaction with the members of EL Team. They take a genuine interest in both ourselves and our wider families and their communications are always efficient and to the point.
An important element in our relationship is the annual review which is very helpful in bringing a clear focus to our financial position, both current and future.
We have also been impressed with how they continually seek to make improvements in the way they deliver their service and ask for and listen to their clients' feedback.
Our clear impression is that this is a company where there is a high level of employee and client satisfaction.

Brian & Sally McLintock