Life Matters Financial Planning

Independent Financial Adviser  Thera House, 45a Commercial Road, Poole, Dorset, BH14 0HU
First meeting at adviser's own cost
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
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020
Meet our advisers
Emily Turgoose
Financial Planner and Managing Director

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

This exam accesses understanding of the financial services industry including regulation and legislation.

This exam accesses understanding of the financial services industry, and its regulation, products and processes.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
Great relationships and trust have been built over the years and it has ensured that we are more aware of our opportunities, life goals and that we have a trusted team to call upon, which we have many times. Highly recommended and lovely to work with.
Martin and Gul, Vessey
Emily and the team at Life Matters have been amazing. They balance the skill of empathy, experience and a level of responsiveness that i have not previously experienced from any other Financial Advisor. Emily and her team really CARE and go that extra mile to explain things carefully, provide reassurance and then encourage and empower you to explore options and choices you may have not considered, or had the confidence to implement. Working with Emily made me realise that my financial goals were both achievable and realistic and together we could make them a reality.
Heather, Martin
I am very fortunate to have had financial advice and counsel from Emily for some 15 years or so. Her approach to financial planning for whole of life has given great peace of mind and helped shape my prioritisation of key financial elements such as mortgage repayment, funding of school fees, retirement planning etc. She has built an efficient and very helpful team at Life Matters and I have no hesitation in recommending!
Charles, Southwood
The whole Life Matters team is customer focused. From Emily down to each member of her team they retain a personal familiarity with my/our whole objectives. This is unlike dealings with large institutions where it is often necessary to explain all at each contact.
Norman, Hall
Life Matters is the financial advisor everyone should have if you want the personal approach. Emily and the team are very professional and see the big picture.
Jenny, Tomlinson
'Life Matters' says it all. Our life and our family's life matters so much to me, I can't measure it. I know I couldn't feel safe about our family life matters without the long-term financial confidence and professionalism 'Life Matters' brings.
Linda, Chapman
My wife and I approached Emily for financial advice in 2009. Emily has been our financial adviser ever since and our relationship has grown significantly over that period. She has always provided thoughtful, clear advice. Her guidance in the selection of investment plans, while ensuring that our attitude to risk was reflected in any decisions has allowed us to attain our financial goals with confidence. We trust Emily and her team at Life Matters completely and are very content to continue using their services.
David, Bright
We've worked with Life Matters since they were set up and with Emily earlier in her career. We trust the team completely: they provide us with good advice and take time to understand our aims. And I get the impression they're always innovating and looking for new ways to achieve client goals.
Ian, Florance
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

Where to find us
Head office address: Thera House, 45a Commercial Road, Poole, Dorset, BH14 0HU
Preferred clients
Minimum wealth (income/assets)
£500,000
Minimum pension value
£500,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 19th October 2020

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