We know choosing a financial planner is a big decision; it’s only right that you want to be sure we’ll be a good fit.
We asked our clients what the biggest benefit of working with us was. Here’s what they had to say:
We really care
“The personal touch. Life Matters takes the time to really understand us.”
Laura, client since 2012
Our high standards
“Security & reassurance – knowing that I’m in the right hands!”
Alison, client since 2015
We make the complex, clear
“Understanding the ‘jargon’ and making informed decisions with trusted advisors.”
Keith, client since 2012
We’re here for the journey
“Trust. Emily’s approach to financial planning for whole of life has given me great peace of mind.”
Charles, client since 2008
We empower you
“Reassurance and renewed confidence and choice about my financial future.”
Heather, client since 2019
We provide peace of mind
“I wouldn’t feel safe about our family finances without the confidence ‘Life Matters’ brings.”
Linda, client since 2011
The results of our 2020 client survey
We strive to deliver great client service and life changing financial planning.
We want to understand whether we achieve these goals, so earlier this year we carried out an independent survey to ask our clients for their views.
100% of our clients would recommend us to others including friends, family and colleagues.
100% of our clients said working with us has helped, or will help, them to achieve their goals.
85% of our clients have already recommended our services to other people.