Life Matters Financial Planning

Independent Financial Adviser  Thera House, 45a Commercial Road, Poole, BH14 0HU
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FCA authorised
Last authorised 8th August 2022
Lifestyle financial planners, working with business owners, senior executives and those who are enjoying retirement. Empowering you to make great decisions.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
Emily Turgoose
Financial Planner and Managing Director
About us

We are a boutique-by-design lifestyle and financial planning firm based in Poole, Dorset. Our approach turns traditional financial advice on its head and focuses on providing clear, straightforward solutions that deliver your lifestyle goals.

Whether your desire is to retire early, ensure you leave a legacy for your loved ones, or sail around the world, we take the time to understand you, your priorities, passions and concerns for the future. We join up the dots of your existing financial arrangements to create your lifetime financial plan; Your Big Picture™.

We work with a select group of clients from the following groups:

• Business owners thinking about selling or retiring
• Senior executives transitioning to retirement
• People in the active phase of retirement

We believe our role as a leading financial planning firm is to empower you to make great decisions. Our clients achieve great results through our combination of behavioural coaching, uniquely structured financial planning process and extensive wealth management expertise.

Our focus is on helping you see what is possible and providing you with the support and the tools to achieve it.

Our services

Our structured approach allows you to see what is possible, whilst our support and guidance enables you to achieve it.

Clients choose us because:

- We’re lifestyle financial planners, we start with you and what you want from life
- We charge fixed fees, so our relationship is with you, not your money
- We offer a fee guarantee, to make lifestyle financial planning ore accessible
- We’re a highly rated, giving you peace of mind that you’re making the right choice
- We know life isn’t a rehearsal, we’ll help you live your best life

What you want to achieve and what matters to you will be unique, but what you can expect from us remains the same:

• A process that simplifies the complicated
• A lifetime financial plan
• A responsive and personal relationship
• A collaborative and empowering process

Preferred clients
Minimum wealth (income/assets)
£501,000
Minimum pension value
£501,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Thera House, 45a Commercial Road, Poole, BH14 0HU

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