Emiso Financial Planning

Independent Financial Adviser 1 Royal Exchange, London, EC3V 3LL
FCA verified
15th October 2018
Financial planning and mortgage advise that you can understand and trust.
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Buy to let
    • Commercial for individuals
    • First time buyers
    • Flexible
    • High loan to value
    • Overseas
    • Remortgage
    • Residential
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Elliot Ruby BA(Hons) DipPFS
Financial Adviser
Where to find us

1 Royal Exchange, London, EC3V 3LL

About us

Emiso Financial Planning & Wealth Management was set up in 2009, primarily to serve the financial needs of clients of accountants and solicitors. Over the intervening period, we have helped increasing numbers of people introduced to us by satisfied clients. We have our head office in London with a presence in Brighton.

Our services

We pride ourselves on sustaining long term relationships with our clients. It is so important that people understand what they are invested in and why. We help ordinary people to navigate the vast investment landscape and make it accessible for all private clients according to their needs and risk profile.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£125,000

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