Emery Little

What Emery Little does

Emery Little (legal entity Emery Little Wealth Management Limited, a UK private limited company) is a Chartered Financial Planning firm headquartered in Camden, London, having relocated from Hemel Hempstead in 2024. Founded in 1971 by Bryan Little and John Emery as Emery-Little Financial Services in Wiltshire, the firm is now led by third-generation family member Jo Little as CEO (appointed 2019), with Andy Little as Chairman. The firm is FCA-authorised (FRN 615762), holds Corporate Chartered status from the Chartered Insurance Institute, and operates with a team of approximately 19 staff.

The firm delivers a single core service, 'True Wealth Management', that bundles financial planning, investment management, retirement and pension planning, inheritance tax planning, personal tax planning and cashflow modelling under ongoing relationship-based engagement. Technology underpins rather than defines the offering: evidence-based investment construction, proprietary cashflow modelling tools that visualise client financial futures, and a secure online client portal ('the Hub') provide the delivery layer. AI tooling is deployed for back-office productivity — transcribing client meetings and collating policy documents into structured summaries — rather than as a client-facing differentiator. A specialised bp Financial Planning service targets Senior and Group Leaders with complex corporate compensation packages.

The revenue model is a three-tier fee schedule: a flat £3,000 fee for initial financial planning and strategy, a tiered ongoing AUM fee of 1.0% on the first £1.5m and 0.5% above (subject to a £3,000 minimum annual fee), and a 1% transaction fee on new investment implementation. The firm maintains an approximately £1m minimum investable asset threshold and currently manages around £400m in assets for 'hundreds of families'. Pricing is publicly disclosed, and revenue is derived almost entirely from UK-resident HNW individuals and senior corporate executives, with a particular concentration of expertise around bp compensation structures.

Name

Emery Little

Legal name

Emery Little Wealth Management Limited

Website

https://emerylittle.com

Company type

Private

Founded year

1971

Operating status

Operating

Headcount range

11–50 employees

Short description

Emery Little is a Chartered Financial Planning firm in London serving high-net-worth individuals and senior corporate executives — with particular specialisation in bp Senior Leaders — through a True Wealth Management service spanning investment management, retirement, tax planning and cashflow modelling.

Ownership category

akta.pro rank

Headquarters

HQ city

Hemel Hempstead

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Financial Planning Fees: Flat fee for initial financial planning and strategy development
2. Ongoing Portfolio Management: Annual fee based on assets under management for continuous financial planning, investment management, and client servicing through True Wealth Management service
3. New Investment Implementation: 1% fee on new investments covering advice and implementation work

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Emery Little is a UK Chartered Financial Planning firm offering comprehensive wealth management for high-net-worth individuals and senior executives, combining holistic financial planning, discretionary investment management, and ongoing advisory. Founded in 1971, the firm manages over £400 million in client assets for hundreds of families, with specialist offerings for bp Senior Leaders and corporate executives.

Product overview

Emery Little is a Chartered Financial Planning firm offering a single, unified service called the True Wealth Management Service. The core service combines financial planning, investment management, and ongoing advisory support delivered through a dedicated team of financial planners. Key service components include retirement and pension planning, inheritance tax planning, personal tax planning, cashflow modelling, and investment management. Clients access their financial information through a secure Client Portal (called 'the Hub'). The firm also offers specialized planning services for specific client segments, particularly bp Senior Leaders and senior executives with complex compensation packages involving equity incentives and share schemes. The service model is relationship-based with annual reviews and continuous support, not a transactional or product-based offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Service
• Financial Planning
• Investment Management
• Cashflow Modelling
• Client Portal (The Hub)
• bp Senior Leaders Financial Planning
• Senior Executive Financial Planning

Quantifiable outcome

• Managing over £400 million in client assets
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability3 records

Partnerships

Three partnerships are on record, tiered minor.

• FP Advance (Brett Davidson)minorOthersBusiness coaching partner providing support for financial planning professionals
• Flywheel Learning (James Heale)minorOthersLeadership coaching partner for team development
• New Tradition (Maxine Cameron)minorGTM or Marketing PartnerMarketing specialist partner for brand and communications support

Scale indicators3 records

Recent moves11 records

Expansion highlights5 records

Direct peers

• JM Finn: UK private investment management firm with a similar boutique model, long tenure, and HNW/private client focus. Like Emery Little, JM Finn is independent and serves clients through dedicated investment managers on a discretionary AUM-based fee model.
• Sanlam UK: UK-based wealth manager offering financial planning and investment management to HNW individuals and professionals. Comparable in client profile, fee model, and advisory-led proposition.
• Charles Stanley: London-based wealth manager serving HNW individuals and executives with discretionary and advisory portfolio management. Closely comparable in client segmentation, fee model, and headline services, with a longer operating history.

Broad incumbents

• Brewin Dolphin: Large UK wealth manager providing investment management and financial planning to private clients, professionals, and charities. Comparable in serving professionals with complex financial needs, but operates at much greater scale across multiple UK offices.
• Brown Shipley: UK private bank and wealth manager serving HNW individuals, families, and entrepreneurs with investment management and financial planning. Comparable in HNW focus and bespoke advisory, with a private banking overlay.
• Quilter: UK wealth manager offering financial advice, investment platforms, and portfolio management to HNW clients. Comparable in private client and advisory services, but substantially larger and platform-led.
• Schroders Personal Wealth: Joint venture between Schroders and Lloyds Banking Group providing financial planning and investment management to UK HNW and mass-affluent clients. Comparable in advice-led wealth management, but backed by large incumbents.
• Rathbones: One of the UK's largest listed wealth managers offering investment management, financial planning, and trust services to HNW clients. Comparable in HNW focus and broad financial planning offering, but materially larger and publicly listed.
• St. James's Place: Largest UK wealth manager with a Partnership model of advisers serving HNW and mass-affluent clients. Comparable in HNW/advisory focus but operates at vastly greater scale via a tied-partner distribution model.
• Evelyn Partners (formerly Tilney): Large UK wealth management and professional services group offering financial planning, investment management, and tax advice. Comparable in comprehensive wealth planning for HNW individuals, but at significantly larger scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/emery-little

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles20 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Emery Little