Managing Director and Financial Planner
We’re a leading financial planning firm, based in Poole, Dorset.
We believe our role is to empower you to make great decisions with your money.
Ensure your business works for you, delivering the lifestyle you deserve now and in the future.
Establish when work can become a choice and bring clarity to your financial future.
Have the confidence to live your dream retirement and create a lasting legacy that’s unique to you.
“Great relationships and trust have been built over the years and it has ensured that we are more aware of our opportunities and 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 - Clients since 2010
“I am very fortunate to have had financial advice and counsel from Emily for 15 years. Her approach to financial planning has given great peace of mind and helped shape my prioritisation of key financial elements. She has built an efficient and very helpful team at Life Matters and I have no hesitation in recommending!”Charles - Client since 2008
“Emily and her team really CARE and go that extra mile to explain things carefully, provide reassurance and then empower you to explore options you may not have considered, or had the confidence to implement. Emily made me realise that my financial goals were both achievable and realistic and together we could make them a reality.”Heather - Client since 2019
“What differentiates Life Matters is Emily. She is passionate, professional and committed. She wants you to have the best life you can possibly have. She can help you realise it and understand it, and she wants you to achieve everything you’d like to achieve – that’s what gives her such a buzz.”Jill - Client since 2015
“Emily recently encouraged us to book a cruise round New Zealand and Australia – we wouldn’t have been able to justify that to ourselves. We were going to do it in a campervan! If we’ve got a regret it’s that we didn’t meet Emily sooner. If we’d met Emily 10 years earlier we would have done a lot better.”Keith and Laura - Clients since 2012
“Emily is very interested in us as people and in our family. Through our regular meetings we really feel we’re cared for. She’s not trying to make us do anything we don’t want to do, but she’s not afraid of suggesting things – she doesn’t give you platitudes, she tells you what’s needed.”Gordon and Linda - Clients since 2011
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