0330 038 8942
Based in Westerham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 April 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Emily has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 September 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Emily has not yet added their qualifications to their profile
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Emily has not yet added their fees to their profile
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Emily
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 10 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 03 April 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
7
Recent Client Reviews
Emily has received 7 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 September 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Emily has not yet added their qualifications to their profile
Qualifications not yet added
Emily has not yet added their qualifications to their profile
Transparent Fees
Emily has not yet added their fees to their profile
Fees not yet added
Emily has not yet added their fees to their profile
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 10 first impressions)
90% of users who are not yet clients had a positive first experience with Emily
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Emily (based on 10 first impressions)
I have been working as a Financial Planner for four years. Prior to this I was in TV, Film, Radio and Content production for twenty years. My clients are predominantly in the creative industries, my years as a producer give me insights in to working as a freelance, developing creative talent and running successful businesses. I specialise in helping people visualise their future and engage with the people that they will become. This is particularly hard in the creative industries as work trajectories are rarely straight forward and often making the right financial decision takes courage. My goal is to be side by side with my clients, supporting them through good and bad times. Working in pensions, investments and protection I make sure that my clients are always putting themselves, their families and their loved ones at the centre of their decision making. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Emily's clients
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