Life Matters Financial Planning - Poole

Alison E.

Life Matters was recommended to us by good friends over 4 years ago and we are more than happy with the way in which the company has transformed our muddled financial affairs. Emily and her team took time to get to know us personally, to understand our aspirations for retirement and to ensure that we achieve our goals. We were given the confidence to retire early and to live our lives to the full with no financial worries. I had a life long philosophy of saving for a rainy day and Emily has taught me that today is the rainy day! We are having many wonderful , guilt free holidays and often raise a glass to Emily and Life Matters for giving us the confidence to do so.

Elizabeth W.

We have been clients for well over a decade, so can’t really imagine life without Emily. She has guided us to make informed choices that have enabled us to have the financial security to enjoy our retirement. Her wholistic approach helps us to see a bigger picture and have the confidence to do things that we may not have imagined possible.
Over the years, Emily has established a likeminded team, who understand and care for us just as much as she does.

Steven E.

Life Matters are an extremely professional financial planning team that understand the detailed needs of their clients. I have and will continue to recommend their services to my friends and family.

John C.

Emily has been working with me for over 15 years during which time I have found her and her team proactive and helpful financial advisors. She has always keep me up to date on investment trends and changes in legislation that may or may not affect investment choices. Emily has always ensured that the advice I am given, and the actions proposed, delivers the best return in both the medium and long term.

The maxim has always been to enjoy life today while ensuring a comfortable and affordable future. Emily has never been afraid to tell me as it is and I look forward to our continuing relationship for many years to come.

Phil&Ali L.

A life changing experience, Emily and Alison have encouraged and challenged us to not only save for the future but also remember the importance of living in the moment and making a start on the bucket list!

Derick W.

After several years of working with a financial advisor where I felt the only real interest in was how to max the fees, I recently moved to Life Matters. The approach of Emily and the Life Matter’s team is a breath of fresh air compared to my prior experience. While it is still early days in our relationship I do find the approach that Emily takes to be a refreshing change. While my focus will always be principally driven around maximising the investment returns for the level of acceptable risk, Emily brings an additional dimension to the discussion which is a more focussed discussion on my wider “life objectives”, sometimes making me address questions I would perhaps prefer not to think about. This has been very helpful in challenging me to plan more effectively on how to ensure I enjoy and get the most out of my retirement, and giving confidence to address issues that are often very challenging.

Martin V.

After many years of working with Emily and her Team, we are very pleased with the support, professionalism and care taken by all. We feel very comfortable with our relationship and the continued confidence with all for the future as finances change all the time and it is wonderful to have someone supporting you and making you feel at ease with everything.

Trust is important and we strongly believe in Emily and the Team - we are listened to, asked questions of ourselves and ultimately agree on plans that suit our current and future needs. We have benefited both financially and mentally (well being) from this relationship and love working with Life Matters.

Ian F.

Emily Turgoose and Life Matters have been advising me on financial matters, including my pension, for many years now. I can't recommend them too highly. The title of the company says it all. They put finance into context - what do you want from life and how can we achieve it. They're genuinely experts but also friends offering financial coaching as well as detailed advice.