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Emery (IFA) Ltd offer professional, detailed, holistic advice to a wide range of clients. We specialise in wealth management services for high net worth individuals and corporate services to company directors and their staff.
We deal with all financial planning issues from the cradle to the grave - Child Trust Funds and Junior ISAs, School Fees, Investments, Protection, Mortgages, Retirement Planning, Inheritance Tax and Long Term Care Funding.
As independent advisers, we can choose across the spectrum of Investment Houses and Insurance Providers from Artemis to Zurich.
First appointments are free of charge and without obligation and last approximately 45 minutes – an hour. An appointment can be at your home, in the office, or even over the phone.
Contact us today and speak to one of our team, to arrange an appointment or for further information.
We are a company of Chartered Independent Financial Advisers giving our clients the extra comfort that we have obtained the highest level of qualification and ethical conduct that independent financial advisers can attain.
At the time of being awarded chartered status in 2008 only circa 100 companies in the UK had attained this title indicating the rigorous criteria relating to professionalism and capability required.
All Chartered Financial Planners commit to the CII's Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings.
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Emery (IFA) Limited is authorised and regulated by the Financial Conduct Authority (http://www.fca.org.uk/register). Financial Services Register No: 526134
Registered in England & Wales, No. 03776035 Registered Office: Dugard House, Peartree Road, Stanway, Colchester, Essex, CO3 0UL
The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.