77 reviews | 1 verified advisers
Emily (together with the dedicated LM team) has continued to help us smooth our plans as we transition into full retirement. One of the many welcome aspects is that LM’s financial guidance has also enabled us to plan for major home improvements and dream holidays. Most importantly, LM’s support has given us peace of mind to face the future with confidence. Highly recommended.
Emily continues to provide helpful advice and insights into how best to achieve our financial and ultimately life goals. The service Emily and her team provides is fantastic.
The ongoing support, knowledge sharing and building even more trust with Emily and the Team has left my Wife and Myself very 'comfortable' with our future spend and savings portfolio and of course the honest, open and heart felt support offered by All.
Emily has been working with me for over 15 years and she and her team continue to provide proactive advice. Her regular updates on investment trends and changes in legislation that may or may not affect investment choices are invaluable. Emily's maxim continues to be; enjoy life today while ensuring a comfortable and affordable future. Emily has never been afraid to tell me as it is and I look forward to our continuing relationship for many years to come.
Emily is more than just a financial adviser, she is more like a life coach. Through her careful guidance and advice I know I have the funds available to make the most of life in retirement including hobbies, holidays, health and well being as well as safeguarding funds for the future.