Emily's reviews
Reviewed for
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 7 )
Long Term Care ( 3 )
Financial Planning ( 19 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 8 )
£100k - £200k ( 2 )
£50k - 100k ( 1 )
Review
by a verified client in Down
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed no to increase pension pot size.
How has Emily Brear helped you?
Not too much so far as she is new to me.
Have you seen the outcome you were hoping for?
Not yet it's in the future
What could they have done better?
Nothing so far
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Emily
From my initial meetings with Emily I have found her to be very professional in her approach. Details have been very clearly explained to date whilst maintaining a relaxed environment.
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My capital had been invested for many years in a scattering of accounts and ISAs and I felt I could no longer make decisions on what to do with them or what changes were probably necessary. As I age I know I will doubt my mental skills at research and analysis, so it was time to hand it all over to an expert.
How has Emily Brear helped you?
Oh my goodness she has tidied everything up and put my investments where she was sure, from detailed discussions and tailored online submissions by me, that I'd be comfortable.
Have you seen the outcome you were hoping for?
Yes all going well.
What could they have done better?
I'm happy.
Review
by a verified client in Isle of Wight
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Roger Clarke has been my Adviser for very many years and introduced me to Emily at our last on-line Meeting.
How has Emily Brear helped you?
Whilst Roger was the prime Adviser, Emily provided me with very helpful cashflow forecasts.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Wiltshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Getting to an age where we wanted advice on retirement planning.
How has Emily Brear helped you?
She has given us the confidence and shown us that we are doing OK.
Have you seen the outcome you were hoping for?
Ongoing
What could they have done better?
Nothing