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Emily James
Financial Services
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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.

Book a complimentary conversation
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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.

01

One adviser. Always.

You deal with the same adviser each time. No handoffs to junior staff, no repeating yourself, and no call-centre experience replacing a trusted relationship.

02

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.

03

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.

3

Review your position

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Emily James Financial Services
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About
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Why Work With Us?
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Emily James Financial Services
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About
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Why Work With Us?
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Emily James Financial Services

Your trusted partner for financial success.

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information@emilyjamesfs.co.uk


The guidance contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to mediate individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please click here.

Emily James Financial Services Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Emily James Financial Services Ltd is entered on the FCA register (www.FCA.org.uk) under no.1012872.
Registered office: Townend House, 8 Springwell Court, Leeds, West Yorkshire, England, LS12 1AL. Registered in England and Wales Number: 15208946.

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