Emily's reviews
Reviewed for
Insurance and Protection ( 8 )
Mortgages ( 1 )
Pensions ( 89 )
Equity Release ( 12 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 1 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 25 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 14 )
£100k - £200k ( 11 )
£50k - 100k ( 13 )
Up to £50k ( 23 )
Repeat review
by a verified client in Worcestershire
17 hours ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Emily Newman helped you since your last review?
I needed financial advise on moving house. Emily was always available to talk to and really assisted me in how best to fund my property purchase. I feel reassured about my decisions when I speak to Emily.
Repeat review
by a verified client in Worcestershire
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Emily Newman helped you since your last review?
In addition to the review of my pension's performance (thanks Donald...) Emily took time to discuss ISA options with my deeply risk averse partner. We both found this discussion to extremely informative and will likely act upon the recommendations made to us (details pending).
Repeat review
by a verified client in Worcestershire
15 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Emily Newman helped you since your last review?
Emily is easy to contact - she always returns calls promptly. She is friendly and professional and does what she says she is going to do. She clearly explains issues.
Repeat review
by a verified client in Conwy
20 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Emily Newman helped you since your last review?
Emily answered all my questions about whether starting to take my pension now was a good idea. She made the decision very easy by showing me forecasts of how long my pension would last and also fully explained the drawdown process.
Repeat review
by a verified client in Worcestershire
22 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Emily Newman helped you since your last review?
Yes, Emily provides excellent advice in a timely and professional manner