Emily Pool

I take a modern and fresh approach to financial planning and put you and your objectives at the centre. Whilst it is necessary to gather details from you upfront on what your current personal and financial circumstances are, I promise I will not dwell too long on financial products - they are but a means to an end. I want to hear about your life plans. How do you want to spend your days in retirement? What hobbies do you wish to continue or start? If you are starting a family, perhaps you have a vision of how you will live? How your children will be educated? What holidays you will take? If you have been through a divorce or a bereavement you may need help with making decisions on how to best invest a settlement or legacy so that you give yourself the best chance of a brighter future. Whatever your stage in life, I can help you with a financial plan that will put you on track. As with building any trusted professional relationship the most important thing is that we can work together openly and honestly. I will be transparent and truthful as to what is achievable, and whilst I cannot guarantee investment performance I assure you that you will find wellbeing taking control and gaining a better understanding of your financial life. I am particularly keen on working with people who wish for their money to impact the world in a positive way, by choosing investments in funds that include companies that are behave ethically, and lead with a clear agenda on the environment, governance and sustainability. There are many options out there for such investment and I would be delighted to talk to you about them. Another area of specialism is estate planning and will writing, and I am an Associate Member of the Institute for Professional Will writers, and as a financial planner my estate planning advice to you when writing a will includes a taxation perspective, which often solicitors do not provide.