Life Landscaping

South West

Shipman Financial Planning

About

Peter Emery founded Emery (IFA) Associates in 1995 which was incorporated to become Emery (IFA) Ltd in 2005. We were awarded Corporate Chartered Financial Planner status by the CII on 3 January 2008, one of less than 100 firms at the time.

Our team comprises six Financial Planning Consultants and an administration team, each qualified in their own right.

We are directly authorised by the Financial Conduct Authority and we are members of ThreeSixty who provide additional compliance and business support to our in-house compliance team.

We pride ourselves on offering 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. Our Client Agreement document <link>, which you’ll receive at our introductory meeting, provides an overview of our fees and services and outlines your rights and our regulatory obligations. 

As independent advisers, we can choose from a wide spectrum of investment houses and insurance providers from Artemis to Zurich and deal with all financial planning matters from Child Trust Funds to Long Term Care.

Your first appointment will be at our expense and without obligation and will last no longer than one hour. We can meet over the phone, online or at a place that’s convenient to you.

Contact us today and speak to one of our team, to arrange an appointment or find out more.

Our Chartered Status

We are a company of Chartered Independent Financial Advisers which means we have obtained the highest level of qualification and ethical conduct inour industry.

All Chartered Financial Planners commit to the CII’s Code of Ethics & Conduct reinforcing the highest standards of professional practice in their business dealings. As such, we have a core set of values adhered to by all staff:

  • We comply with the Chartered Insurance Institute Code and all relevant laws and regulations.
  • We seek to act with the highest ethical standards and integrity.
  • We aim to act in the best interests of each client, openly and honestly.
  • We aim to provide the highest possible standard of service.
  • We treat people equally regardless of race or racial group, sex or sexual orientation, religion or belief, age or disability.

Our pledge to treating customers fairly

We are also committed to ensuring that the FCA principles of treating customers fairly (TCF) are applied in all areas of our day-to-day business. We recognise that fair treatment of our customers is about adding value to the service we offer by aiming to:

  • Give the customer what they have paid for.
  • Not take advantage of the customer.
  • Offering the customer the best product we can.
  • Doing our best to resolve mistakes as quickly as possible.
  • Showing flexibility, empathy and consideration towards customers
  • Exhibiting clarity in all customer dealings.

Meet the team...

Peter Emery, Managing Director

Chartered Financial Planner, BA (Hons) FPFS

Peter entered the insurance industry in 1985 as a graduate entrant to Scottish Equitable Plc where he worked for 10 years prior to setting up his own business as an Independent Financial Adviser.

As a Chartered Financial Planner and Fellow of the Financial Planning Society, Peter is one of the top advisers in the UK by qualification.

Peter’s favourite pastimes include history, football and spending time with the family.

Mike Greely , Chartered Financial Planner

BSc (Hons) FPFS IMC

Mike joined Emery (IFA) Ltd in 2016.  He has 17 years industry experience working as an IFA and specialises in investment.  Mike is a Chartered Financial Planner and a Fellow of the Personal Finance Society.  In addition, Mike also  holds the Investment Management Certificate (IMC) qualification. 

A graduate psychologist, Mike enjoys cooking, football, reading, foreign travel and he is a trophy winning go-karter!

Nigel Shouksmith, DipPFS

BSc (Hons) FPFS IMC

Nigel joined the financial services industry in 1998.  He has a background in compliance and management in both consulting and employed roles.

Nigel specialises in income, capital gains and inheritance tax mitigation through investment and has extensive experience advising on the intricacies of the NHS pension scheme through his GP and dentist clients.

In his spare time Nigel enjoys cycling, motor-biking, kayaking, singing and not necessarily at the same time, long walks in the countryside.

Chris Fox, DipPFS

BSc (Hons) FPFS IMC

Chris is an established IFA with over 20 years’ industry experience in all areas of financial planning. From his years of experience, Chris has developed a strong work ethic and believes people work hard for their money and therefore their money should work hard for them.

Regulatory

Registration Number 03776035
Registered in England and Wales

Emery (IFA) Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 526134 http://www.fca.org.uk/register.

Emery (IFA) Limited Registered Address: 5 Kings Court, Newcomen Way, Colchester, CO4 9RA. Registered in England & Wales, No. 03776035.

Neither Emery (IFA) Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk

Please read our Privacy Statement before completing any enquiry form or before sending an email to us.

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