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, 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.
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.
Services
Peter Emery founded Emery (IFA) Associates in 1995 which was incorporated to become Emery (IFA) Ltd in 2005. Our offices are based on the outskirts of Colchester, Essex, and have easy access and parking. We have six Financial Planning Consultants, and an administration team who are qualified in their own right.
We provide a range of financial advice, management and planning services to businesses and individuals. Our services are designed to grow and protect your wealth in the most tax-efficient way possible. Contact us to arrange a no-obligation consultation about your wealth management and financial planning needs.
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