Emily Man

This review is a follow-up review from a client who left a review previously.

How has Emily Man helped you since your last review?

Emily is truly fantastic! Since my last review in 2021, she was instrumental in helping me get my finances in such a place that I was able to buy my first property. Her advice around how I invested my money prior to this allowed me to grow my wealth and reach a place of real financial security. In addition, Emily also helped transform my relationship with money through her coaching, using her deep understanding of human psychology to help me understand my patterns and behaviours around spending/saving. I would truly recommend Emily to anyone.

This review is a follow-up review from a client who left a review previously.

How has Emily Man helped you since your last review?

continued excellent advice

What were the circumstances that caused you to initially look for an adviser?

I inherited money when my parents died.

How has Emily Man helped you?

She has advised me on what to do with this inheritance. How best to invest it, and manage it.

Have you seen the outcome you were hoping for?

Yes

What were the circumstances that caused you to initially look for an adviser?

I met Emily through my late parents who very much valued her knowledge, expertise and guidance as a financial adviser. I marvelled at how she worked to build a strong, trusting, deeply sensitive and empathic relationship with them and supported them with their financial planning right until their deaths. After this point, it made complete sense for my family and I to continue using Emily's services as we had total trust and confidence in her.

How has Emily Man helped you?

It is so comforting and reassuring to have Emily as our financial adviser. She was an enormous support in navigating all aspects of financial management in the aftermath of my parents' deaths in recent years. And she is hugely adept at helping our family to manage our finances in the round, maximising investments in the present, but also preserving my parents' legacy and helping my husband and I to plan for a secure financial future. She is the consummate professional ; incredibly efficient, responsive and reliable and deeply warm, sensitive and caring.

Have you seen the outcome you were hoping for?

We have amply seen the outcome we were hoping for and it is so reassuring to be able to consult with Emily about all financial aspects of our lives, whether it be regarding insurance of different kinds, mortgages, pensions and legacy planning for future generations.

Please provide a brief comment about your experience with Emily

Emily is friendly, knowledgable, and provides very clear advice.