Learn more about our process and team
We believe thorough analysis and ongoing support are essential for effective financial planning. Our approach combines personalised consultations with regular reviews.
Meet our financial planning team
Expert advisers with UK experience
Emma Harris
Senior Adviser
Expertise
Emma brings a decade of experience and a dedication to clear, practical advice for clients across the UK.
Client trust
Highly rated adviser
Accredited
Recognised in industry
Emma Harris
Senior Adviser
Expertise
Emma brings a decade of experience and a dedication to clear, practical advice for clients across the UK.
Client trust
Highly rated adviser
Accredited
Recognised in industry
David Lee
Financial Planner
Expertise
David is known for his analytical approach and commitment to transparency throughout the planning process.
Award winner
Industry recognition
Top feedback
Excellent reviews
David Lee
Financial Planner
Expertise
David is known for his analytical approach and commitment to transparency throughout the planning process.
Award winner
Industry recognition
Top feedback
Excellent reviews
Olivia Smith
Client Support Lead
Expertise
Olivia excels at providing ongoing support and ensuring clients have a positive, informed experience.
Support leader
Excellent client care
Client focus
Support award
Olivia Smith
Client Support Lead
Expertise
Olivia excels at providing ongoing support and ensuring clients have a positive, informed experience.
Support leader
Excellent client care
Client focus
Support award
Michael O'Connor
Adviser
Expertise
Michael provides clear, honest advice and values strong client relationships built on trust.
Trusted adviser
Client loyalty
Thought leader
Innovative ideas
Michael O'Connor
Adviser
Expertise
Michael provides clear, honest advice and values strong client relationships built on trust.
Trusted adviser
Client loyalty
Thought leader
Innovative ideas
How our planning process works
Our approach is designed for clarity and ongoing support at every stage
Initial consultation
We start by understanding your goals and current situation in detail.
This step lays the foundation for tailored recommendations.
In-depth analysis
Our advisers assess available options and market dynamics relevant to your needs.
You will receive a clear summary of findings and considerations.
Personalised recommendations
We present solutions that align with your objectives, always explained in plain language.
You can review and discuss each option before making decisions.
Ongoing support and review
Regular check-ins and updates ensure your plan stays adaptable and relevant.
Our team remains available for questions or adjustments at any time.
Comparing our approach
See how enxeroviala differs from other planning services in the UK
enxeroviala
Personal, regulated advice
Regulated advisers
UK-qualified professionals
Personal consultations
Tailored to your needs
Ongoing reviews
Regular check-ins
Transparent guidance
No hidden terms
Firm A
Generic consultations
Regulated advisers
UK-qualified professionals
Personal consultations
Tailored to your needs
Ongoing reviews
Regular check-ins
Transparent guidance
No hidden terms
Firm B
Online-only advice
Regulated advisers
UK-qualified professionals
Personal consultations
Tailored to your needs
Ongoing reviews
Regular check-ins
Transparent guidance
No hidden terms