Financial Guidance Built on Trust
We started this firm because we believed financial advice could be better—clearer, more honest, and genuinely focused on what clients need. That belief still guides everything we do.
Our Story
emerald-amount was founded in 2009 by a small group of financial professionals who had grown frustrated with the industry's approach to advice. Too often, they saw clients pushed toward products that benefited advisors more than the people they were meant to help.
We wanted to create something different: a firm where advice comes first and products come second. Where success is measured by client outcomes, not sales figures. Where explaining the "why" behind recommendations is as important as the recommendations themselves.
Fifteen years later, that vision has grown into a practice serving thousands of clients across the UK. The team has expanded, but the principles remain unchanged.
What We Stand For
These aren't just words on a wall. They shape how we make decisions every day.
Radical Transparency
Every fee is disclosed upfront. Every recommendation comes with a clear explanation. If something isn't in your best interest, we'll tell you—even if it means losing a sale.
Client-First Decisions
We've turned down lucrative partnerships because they would have created conflicts of interest. When we weigh options, your outcome always tips the scale.
Accessible Expertise
Quality financial advice shouldn't be reserved for the wealthy. We've structured our services so that people at various income levels can access professional guidance.
Continuous Learning
Financial markets and regulations evolve constantly. Our team dedicates significant time to education and research, ensuring our advice reflects current realities.
Leadership Team
Meet the people guiding our firm's direction and client relationships.
David Ashworth
Founding Director
25 years in financial services. Previously led the private client division at a major UK bank before founding emerald-amount. Specialises in retirement planning and estate strategies.
Catherine Okonkwo
Head of Client Services
Chartered Financial Planner with expertise in tax-efficient investing. Leads our client relationship team and oversees service delivery standards across the firm.
Michael Chen
Investment Director
Former portfolio manager with a focus on risk-adjusted returns. Develops our investment philosophy and guides clients through market volatility with a calm, research-driven approach.
Our Journey
Key moments that have shaped who we are today.
Foundation
Launched with three advisors and a shared vision for client-centred financial guidance.
First Major Expansion
Grew to ten team members and moved to larger offices to accommodate increasing client demand.
Industry Recognition
Received regional award for client satisfaction and ethical practice in financial advice.
Digital Transformation
Introduced secure client portal and video consultations, improving accessibility for clients across the UK.
Navigating Uncertainty
Supported clients through pandemic-related financial stress while maintaining full service delivery remotely.
Continued Growth
Surpassed 2,400 client relationships while maintaining our commitment to personalised service.
"We measure our success not by assets under management, but by the financial peace of mind our clients achieve."
Professional Credentials
Our advisors hold qualifications from leading industry bodies and maintain ongoing professional development.
FCA Authorised and Regulated
Chartered Financial Planners on staff
Personal Finance Society members
Professional Indemnity Insurance
Let's Start a Conversation
Whether you have a specific question or just want to explore your options, we're here to help.
Contact Us