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For those looking for financial security and a better world.

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Why Happy Planet

Happy Planet Financial Planning helps people to build better futures. Using financial planning expertise to give clients control over the direction of their lives while helping them use their wealth to make a positive contribution to People & Planet in the ways that matter most to them.

“Emily has acted in a truly professional manner, and she took such care and diligence as if the pension were her own. I feel like my financial affairs are in very safe hands.”
C Bavister
“Emily was professional in every manner, appointments were arranged around my busy schedule which was extremely helpful. I would highly recommend Emily.”
A Bodman
“Emily made deciding on the investments I wanted to make for my pension easier than I had thought it would be. She explained everything well and I was delighted to learn I could invest exclusively in sustainable and ethical funds, which for me seemed the obvious way forward in today's world.”
K Cameron
“Brilliant service. Given lots of time to think about things and ask questions and have met in 4 different ways: phone, video call, in Emily’s office and at our home.”
N Fountain
“Emily set everything up for me & was very professional in her approach & understanding.”
A Nevzat
“A very positive experience, she was clear and thorough”
L Gratton
“Emily was super helpful. I am so relieved that I am now back in control and hope to retire just as soon as I can.”
N Warner
“Emily was very helpful, she provided me with lots of information, very clearly, concisely and easy to understand. Her advice was invaluable to me and will change my life. ”
F Johnston
“Very professional with a friendly manner”
P Simpkins
“Emily was very thorough. We talked about everything from JISA's for our kids, to commercial properties and pensions. She also gave us a very detailed plan so we can move forward. We're very happy with her service.”
L McInnes
“Very efficient and provided useful recommendations in the timeframe I needed to work to.”
P Marco
“Emily was very knowledgeable & offered great advice”
H Nevzat
“Emily is friendly and makes the pension process easier to understand”
N Whiteside
“We weren't sure if we needed a financial adviser until Emily's first appointment with us. Now I see why she is highly recommended, her knowledge is evident in everything she says in a down-to-earth non-evasive manner.”
First impression from a user who is not yet a client

Who do I work with

My clients come from all walks of life, but in common, they share a concern for the world we live in.

My clients have clear financial aspirations, but they want their financial arrangements to align with their personal ethics and values.

By clicking through to the following pages you can find out more about how I can help if you are:

Professionals accumulating wealth
You are working hard in your profession or career and you need your money to work just as hard to positively shape your future and that of the planet.

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Business owners
Take a step back, analyse where you’re going and how you’re going to get there.

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Approaching retirement
Prepare for a retirement lifestyle you can look forward to, free of money worries.

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Investing for children / grandchildren
Learn how small amounts of regular saving, or larger gifts can grow to make a meaningful difference to the younger generation.

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In receipt of a windfall
Explore how best to use an inheritance or surplus capital with the help of an independent professional.

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Going through a divorce
I will review your current position and set you on a new independent path so that you can move forward with confidence and clarity into life's next exciting chapter.

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Reviews and Ratings for Financial adviser Emily Pool, Milton-Keynes

Meet Emily

I am an Independent Financial Planner specialising in ethical and sustainable investing.

My job is to help people with a conscience use their wealth to make a positive contribution by supporting companies who are seeking ethical and sustainable solutions to global issues.

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United Nation’s Sustainable Development goals

Making a difference starts with each one of us acting responsibly. I believe that by investing and working with integrity, Happy Planet's clients can collectively contribute to the achievement of the UN Sustainable Development Goals to end poverty, protect the planet, and ensure that all people enjoy peace and prosperity.

While I support the UN SDGs, I am not associated with the UN and my services are not endorsed by them.

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1
no
poverty
2
zero
hunger
3
good health
& well being
4
quality
education
5
gender
equality
6
clean water
and sanitation
7
affordable and
clean energy
8
decent work and
economic growth
9
industry, innovation
and infrastructure
10
reduced
inequalities
11
sustainable cities
and communities
12
responsible consumption
and production
13
climate
action
14
life
below water
15
life
on land
16
peace, justice
and strong institutions
17
partnerships
for the goals
An insight into what ethical and sustainable investing is – and isn’t

Happy Planet Financial Planning Limited is an appointed representative of ValidPath Ltd which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

You can find Happy Planet Financial Planning on the FCA register by clicking here. Registered in England & Wales. Company number: 14388389. Registered Office: 1 Oaklands Road, Bedford, MK40 3AG.

Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here.

The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.

Office address: Bedford Heights, Brickhill Drive, Bedford, MK41 7PH.

Click here to read our privacy policy.

Contact 07786 854048 emily@happyplanetfp.co.uk Bedford Heights, Brickhill Drive, Bedford, MK41 7PH
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