Financial planning tailored to you
Our aim is to help individuals and businesses to achieve their financial goals. We believe our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Mortgages
Mortgages are one of the largest single transactions in most people’s lives.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Auto Enrolment
Auto enrolment helps people save for later life through a workplace pension.
General Insurance
Whether you rent or own your home, insuring it is the right thing to do.
Long Term Care
It’s important to consider planning for long-term care to protect you and your family.
Contact Us
Please contact us to find out how we can help you achieve your financial objectives.
Testimonials
“I have engaged Clive Emerick as my financial advisor for over 20 years. During this time I have always found him to be very easy to deal with and above all, very honest and open. I regularly give repeat business to Clive as I know that I will receive advice that I can trust (whether it is for pensions, investments, income protection or a mortgage). I always feel that my investments are being looked after”.
John Ledwith
“We have worked with Clive for many years and have built up an excellent relationship with him. Clive provides us with clear and concise financial advice regarding our company pension scheme and has ensured that the scheme is managed very well. He carries out regular reviews to ensure our investments are performing well, which gives us peace of mind. Clive is extremely trustworthy, friendly and professional and we have no hesitation in recommending his financial services”.
Ken White Signs Ltd
“I would like to thank you very much for the work you have put into mine and my wife’s financial planning. Following our review meeting earlier this week, I can see the amount of work you have put in to get the best cover/protection for my family going forward, even with the medical conditions you have not stopped at any hurdle so far. Not to mention the work you do on my pensions to maintain the graphs increase! – Keep it up you have set a standard now! I would gladly recommend you to anyone”
David Hodson-Whittle
Want to know more?
To find out more or to arrange a meeting with us, please call
01823 667335, or email info@emericksfs.co.uk