We’re passionate about working with you to create your best life
Outstanding financial planning lifts burdens, delivers peace of mind and ticks items off bucket lists.
It creates legacies that open doors, prints tickets to once-in-a-lifetime adventures and enables you to embrace everything life has to offer.
As a boutique firm, we know the value of the personal touch and the importance of developing a deep understanding of each and every client. That’s why we only work with a limited number of clients and their families who understand and value what we do.
“Life Matters is the financial adviser everyone should have if you want the personal approach. Emily and the team see the big picture.”
Managing Director and Financial Planner
What I love most is helping clients to see what’s possible, showing them how they can get there and then supporting them along the way. At Life Matters, we’re in it for the long term.
I started working in financial services by accident, but it was obviously meant to be. I love that every day is different, you do not know who will phone, what they will need or how you will be able to help them.
Financial Planning Administrator
I didn’t know what I wanted to do after leaving full-time education, but Financial Services found me, and I found Financial Planning Administration.
What I love most is the relationships we have with our clients.
What you can expect from us
A collaborative and empowering process
A process that simplifies the complicated
A responsive and personal relationship
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.