Emily's reviews
Reviewed for
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 5 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Reviewers' assets
£200k - £500k ( 5 )
£100k - £200k ( 7 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Emily
Very clear explanations, listened, warm and reassuring.
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?
For cash flow plan
How has Emily Pool helped you?
She has written me and my husband cash flow plans for our pension and suggested ways ensure financial stability for our futures
Have you seen the outcome you were hoping for?
Yes and more. We decided last minute to move and Emily has been encouraging and supportive throughout and took this into account when writing our reports
What could they have done better?
Nothing Emily was brilliant truly professional but friendly and engaging at the same time
First impression
by a VouchedFor user
5 months ago
Overall
Please provide a brief comment about your experience with Emily
Friendly and interested in us as people with real plans and hopes and how she can help us to achieve them
Emily:
It was so lovely to meet you both and I am so glad that we have made a start on your financial plan for retirement. I am very much looking forward to working with you for a long time to come.First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Emily
My husband and I met with Emily in January 2025 to discuss our ‘Will’. Emily was very welcoming whilst remaining professional and efficient. Everything was very clearly explained and Emily took her time to make sure we understood every step of the process and was more than happy to answer the questions that we had. She explained the various options along with their outcomes as well as any potential pitfalls. We felt very comfortable discussing our Will with Emily and that she was guiding us in the right direction. I have no hesitation in recommending her services. We also had a few other questions that were not related to the Will and again Emily took her time in answering and providing advice. We now have peace of mind knowing that our family will be cared for when the time comes.
Review
by a verified client in Bedfordshire
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Inheritance
How has Emily Pool helped you?
Emily helped us to invest an inheritance to best support my families future as well as get us started with financial planning to support retirement plans
Have you seen the outcome you were hoping for?
With Emilys help we were able to invest our. money I ways that support the whole family.