Emily's reviews
Reviewed for
Pensions ( 23 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 24 )
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 Buckinghamshire
a month 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
Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted expert advise on my pensions
How has Emily Pool helped you?
Given me re-assurance on my investmets
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing service top notch
Emily:
I am so happy to be working with you on your financial and estate planning. I have been able to help you in so many ways - pension consolidation and tax relief, income drawdown, LPAs and wills. I am so glad you are now all set to relax into your retirement.Review
by a verified client in Bedfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
After inheriting a lump sum I wanted to ensure it was invested wisely for my family’s future.
How has Emily Pool helped you?
Emily worked with me to plan for my financial future using a mix of savings and pension options. This included transferring small pension pots into my new SIPP.
Have you seen the outcome you were hoping for?
I have been pleased to secure new investments and start new financial habits that include monthly savings.
Emily:
Many thanks for your review. Please do recommend me to your friends. I would be very happy to help.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Emily
Emily was very helpful and professional.
Review
by a verified client in Bedfordshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed specialist advice in navigating the complex area of pensions and investments in the run up to my retirement.
How has Emily Pool helped you?
Emily was very helpful in taking all my financial information and turning it into a cash flow forecast so that I could understand my financial journey through my retirement period.
Have you seen the outcome you were hoping for?
Emily provided some useful options for me to consider which helped me to make an informed decision on my financial planning and selection of a drawdown pension.
What could they have done better?
Emily was very friendly and helpful throughout the process and I would highly recommend her services.
Emily:
Thank you for your review. It is very rewarding working with clients moving into retirement. It is such an important time and I a glad I was able to take the stress out of it for you and give you peace of mind for the future. I really hope your retirement is everything you thought it would be and more.