emmadandy

Emma Dandy

As a Chartered adviser I guarantee an exceptional level of professional knowledge and commitment. My previous experience as a financial journalist, full-time mum and small business owner has also equipped me with a genuine understanding of finances and people's needs from every angle.

About

Inspiring confidence in your money: professional, non-judgmental advice on managing your finances - no matter what your income or the size of your pot. The idea that "normal people don't need a financial adviser" is a complete myth. We all depend on money to pay the bills, cushion us from calamities, protect family wealth, fund our hobbies and save for our retirement. As a trusted, perceptive adviser for both individuals and businesses, let me inspire you with confidence in your money: understanding your priorities, aspirations and concerns to develop an informed plan for your future, and let me help you to achieve it.

I deliver holistic financial planning across a wide range of services: from advice for individuals on pensions and ISAs, to specialist knowledge of care home finances and planning for later life, and guidance for small businesses on managing assets and employees, tax planning and aspects of exit strategies.

Approachable and non-judgmental, I offer a no-obligation chat to get a feel for where you are, where you want to get to, and any particular concerns or strains you are facing. Allowing me to tailor completely individual advice, magic away hours of paperwork, and conjure peace of mind and clarity out of financial muddle.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.

Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Chartered Associate - LIBF

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

Testimonials

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We are really pleased with the help and service Emma provides. She listens to what we require and goes out of her way to make sure we are happy with what she has arranged.

T Wilson| Housewife, Amersham

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 17/04/2024

The Partner is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.