A few weeks ago we asked our clients to take part in a satisfaction survey designed to check that the care and service we provide is meeting their expectations and help us understand where clients feel we add most value. We would like to share some of the feedback we received.
We’re delighted to say that 100% of our clients said they felt working with us has helped or will help them to achieve their financial goals.
Our aim, in everything we do, is to empower clients to live the life truly want to. So we’re extremely pleased that our clients feel they’ve been able to achieve that – or are on the road to achieving that – as a result of working with us.
We can also report that 95% of our clients said they would recommend Life Matters to others, with a remarkable 83% having already done so.
Many of our clients come to us as referrals from existing clients. Knowing that a client feels we’re doing a good job for them and that they’re happy to recommend us to their friends and family, is always a terrific compliment.
We asked our clients what their three biggest financial concerns were so that we can be sure we’re spending time on the topics giving greatest cause for concern.
Of those who had not yet retired, the three biggest concerns were:
- Knowing whether they have enough money to retire when they want with the
lifestyle they desire
- Their loved ones’ financial security should anything happen to them
- The cost of their children’s education
For those already retired, the three biggest financial concerns identified were:
- Knowing whether they have enough money to continue living their chosen lifestyle in retirement
- Cascading wealth to younger generations without it affecting their lifestyle
- The possible costs of care needs in the future
Ensuring our clients have enough in their pot to live the life they want is a key area we focus on. Knowing this gives them confidence to make bold, potentially life changing decisions that would otherwise require a leap of faith and the hope that things will work out.
To their own surprise, upon meeting new clients we often find that they have more financial resources than they need for the lifestyle they are looking for. This allows us to have fun conversations about making life changes sooner, spending more on living their dreams, or sharing their wealth with the next generation sooner than they thought possible.
Our final question turned out to be our favourite: We asked our clients what they would say is the biggest benefit of working with us.
- “Reassurance and renewed confidence and choice about my financial future”
- “Security & reassurance – knowing that I’m in the right hands!”
- “The personal touch”
- “Peace of mind”
- “Small enough to maintain personal service”
- “Taking the pressure off us and being a team working together”
- “I am not kept awake at night by financial concerns”
We’re delighted that our clients feel we’re supporting them and providing a valuable service – after all, that’s what we set out to do! We were also particularly pleased that in such turbulent times, we’ve been able to be a source of reassurance and support.
Finally, we asked our clients if they would be happy to write us a testimonial. We were overwhelmed by the responses. We sadly don’t have space to include them all here (although you will be able to read more on our website in the near future), but we’ll leave you with these kind words from Heather Martin, a Life Matters client since 2018.
“Emily and the team at Life Matters have been amazing. They 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 not have 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.”
If you share the same concerns as our clients and would like to book an initial phone conversation to explore how we can help, click Book a free 30 minute meeting or contact us on:
t: 01202 025481