About Emericks Financial Services
Emericks Financial Services is an independent financial advice firm based in Wellington, Somerset. Established in 2013, the team brings over 24 years' experience of giving practical financial planning advice to individuals, families and businesses.
We put our clients at the heart of everything we do. Every plan starts with understanding where you are now and where you want to be, before we build a practical plan and agree the next steps together. The final decisions always rest with you.
We value long-term relationships built on trust and respect, and pride ourselves on being friendly, approachable and honest.
How we can help
- Savings and investments
- Pensions and retirement planning
- Mortgages
- Personal and business protection
- Workplace pensions and auto enrolment
- Long-term care planning
- Lifetime mortgages
- General insurance
Emericks Financial Services Limited is authorised and regulated by the Financial Conduct Authority (FCA reference 936711).
Important information
The value of investments can go down as well as up and you may get back less than you invested.
As a mortgage is secured against your home, it could be repossessed if you do not keep up the mortgage repayments.
A lifetime mortgage will be secured against your home.
Workplace pensions and auto-enrolment services may not be regulated by the Financial Conduct Authority.
