Emily's reviews
Reviewed for
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 25 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 3 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 16 )
Financial Mentoring ( 2 )
Reviewers' assets
£200k - £500k ( 6 )
£100k - £200k ( 8 )
Up to £50k ( 3 )
£50k - 100k ( 2 )
Review
by a verified client in Bedfordshire
17 days ago
Overall
Advice
Service
Value
How has Emily Pool helped you since your last review?
A great help with advice on investment
Emily:
So happy be help you with your investment portfolio and your tax returns!First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Emily
A very positive initial chat. Emily called when she said she was going to and took the time to understand my individual circumstances. She made some good general suggestions and recommendations. Overall, I found her to be kind and professional. She followed up the call by sending a link to some further relevant information, which I thought was a nice touch.
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Emily
I approached Emily for guidance at a very difficult time in my life. There were so many unknowns. Emily was very kind and spent time answering my questions until I felt confident enough to proceed, saving me so much time and worry. Very knowledgeable and professional. Thank you.
Emily:
Thank you for you review. I am so glad I was able to help at what must be a very difficult time for you. I am so glad I was able to help, and make you realise that you perhaps don't need full financial planning after all. I wish you the all the best.First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Emily
Initial discussions have been extremely positive and Emily is great at communication and staying in touch.
Review
by a verified client in Buckinghamshire
8 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice as approaching retirement age.
How has Emily Pool helped you?
Gave advice which has helped me make the most of what is available to me.
Have you seen the outcome you were hoping for?
Yes I have