For clients of acquired advice firms
Your adviser was sold to investors.
Your Personal Service was not included.
When an advice firm is acquired, clients are rarely consulted. Familiar faces disappear. Call centres replace conversations. Suddenly, your financial future is managed by people who have never met you.
At Emily James, we are truly independent. We answer to you, not to investors, shareholders or targets. Your goals. Your timeline. Your adviser. Every time.
FCA Regulated
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Independent Advice
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Personal Service
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Investment & Wealth Strategy
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FCA Regulated 〰️ Independent Advice 〰️ Personal Service 〰️ Investment & Wealth Strategy 〰️
Why Emily James
The personal, dependable advice relationship your previous firm should never have put at risk.
1
One adviser. Always.
Your circumstances and objectives are individual to you, and your investment portfolio must align with your financial planning. The optimal portfolio arises from this alignment, positioning you for future success.
2
Independent by design
We are not driven by private equity ownership, shareholder pressure or internal product targets. Advice remains shaped by what is right for you.
3
Advice across your world
From pensions and investment planning to mortgages and protection, our approach is built around your wider financial life rather than a narrow transaction.
What happens next
A straightforward route back to personal financial advice.
1
Choose a time
Select a convenient appointment below in less than a minute.
2
Initial conversation
A relaxed, complimentary call to understand your current arrangements and priorities.