Testimonials

Emmelia has been an absolute pleasure to work with on both my short and long term financial planning. She really took the time to understand me, my specific needs and long term plans. Her advice was totally bespoke to me, she is warm, friendly, extremely bright and knowledgeable.

Emmelia has been working with me and my family for over 2 years regarding my late father’s estate. Latterly she has been an enormous help with my personal financial planning as I head towards my retirement. Emmelia is a true professional and an absolute delight to work with – she is incredibly efficient, extremely thorough and very patient taking as much time as necessary to provide reasoning behind her recommendations. In addition she is always very accessible, always willing to talk over the phone. I would certainly recommend her services for any financial planning requirements you may have – you will not be disappointed.

Emmelia’s support has been so valuable, for the first time ever I have a complete picture of my pensions and investments and most importantly thanks to Emmelia’s expertise – a financial strategy which will provide for myself and my family for the future. Emmelia is exceptionally professional and knowledgeable and provides advice in a manner that’s very structured and takes you through the options step by step. I feel confident that working with Emmelia in the future will ensure that I’m following the correct financial strategy for the long term future of my family.

Jacqui is a wonder – thoughtful, empathetic and incredibly warm. It is no surprise she sparks instant relationships, trust in her guidance and respect for her recommendations. Jacqui was very supportive of our work, generous in her time and a key reason we were able to create The Ripples of Hope Business & Investment Summit in Manchester in 2020

I have both worked with Jacqui and been a client. What was quite evident is that Jacqui is not only approachable and helpful but she is first and foremost a very experienced financial adviser, with a wealth of knowledge especially around the specialist pension market. Although my own situation did not quite fit a standard solution, she considered my requirements carefully, and advised me appropriately. 

Where others may have charged hefty on going fees she understood that with my own expertise I would best suit an ad hoc arrangement which has been much more cost effective for me. Jacqui is well respected and recognised within the professional sector within Manchester for her financial planning expertise and the care and attention she provides. I would definitely use Jacqui again in the future and refer her to other

Jacqui is a very experienced financial planner who explains in detail all the options available. She was particularly helpful with my pension planning and I have no hesitation in recommending her either for business or personal financial matters.