I love to help clients invest in line with their values. Wherever you are in life, I can help you plan – in an ethical and sustainable way.

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Business Name: Happy Planet Financial Planning

Main Contact Name: Emily Pool

Facebook Link: https://www.facebook.com/happyplanetfp

X Link: https://x.com/HappyPlanetFP

Instagram Link: https://www.instagram.com/happyplanetfp/

LinkedIn Link: https://www.linkedin.com/in/emily-pool-willsifa/

Opening Hours:
Monday - Friday: 10:00 - 18:00

More Information:
I am an Independent Financial Planner and willwriter. I can help with various areas of financial planning, such as pensions – whether you are wishing to review and consolidate what you already have, start a new plan, or are wanting to retire; investment – tax efficient lump sum or regular investment; inheritance tax planning, and protection needs. I love to support clients through life events - bereavement, divorce, retirement and redundancy.

As the name suggests, I love to help clients invest in line with their values, so their growing wealth can have a real impact on people and planet. At whatever stage you are in life, I would be delighted to help you rethink and reorganise your finances – in an ethical and sustainable way.

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Business sectors: Legal & Financial