“Life Matters is the financial adviser everyone should have if you want the personal approach. Emily and the team see the big picture.”
We also engage the services of the following organisations to enable us to deliver the Matters Experience™
CATS provides us with regulatory compliance support. Their expertise ensures we focus on what we do best, financial planning and building relationships with our clients, while they take care of regulatory compliance.
RIE Solutions offers effective practice management support, operational advice, and mentorship to the top Financial Planning firms based in the UK. They support us with optimising our operations, delivering a consistently excellent client experience, and creating a business that people love working for.
Albion is an investment-focused team working exclusively with leading financial planning firms in the UK, helping to implement and maintain a sensible and robust investment proposition. Albion work with over 65 respected independent financial advice businesses around the UK, in Norway and Hong Kong, who oversee over £18 billion of funds on behalf of their clients.
