0330 038 8940
Based in Poole
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 May 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Emily has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 06 May 2025
Emily and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
12
Recent Client Reviews
Emily has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Emily has received 12 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 15 April 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Emily has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Emily has provided information on their typical fees
Emily has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
[Direct line: 01202 025481, email: Your@lifemattersfp.com] Think differently. Retirement is a time to thrive. Typically, we work with: • People thinking about their retirement • Business owners • Senior executives We give you the confidence to make bold choices and live a fulfilling retirement. We do this by showing you what's possible and together, making it happen. Sometimes we find ourselves caught up in day-to-day life and forget it’s not a rehearsal. We’ll start by addressing your immediate financial concerns and challenges. Once they are dealt with, we’ll encourage you to take a step back and consider questions such as: • What does a life well-lived look like to you? • What will you wish you’d done? • What‘s your big picture? That’s where we do our best work, helping you to see what’s possible, showing you how to get there and supporting you along the way. For us, it's all about the relationship we have with you, our client. We are passionate about helping you achieve whatever it is you want from life. This approach means we build fantastic partnerships that go beyond the usual adviser/client relationship. Combining our unique financial planning process with our wealth management expertise, we help you get your financial house in order. Working with us, you will have • Organisation, of your thoughts as well as your finances • Accountability, reminding you of what you told us you wanted to do • Objectivity, ensuring you are prepared for the things that could blow up along the way • Proactivity, anticipating the points of big change in your life well in advance • Education, telling you the truth about your finances, not just what you want to hear! • Partnership, sitting in your corner and providing a sounding board If you’d like to see how financial planning can change your life, please do get in touch. We’d love to hear from you. Our direct contact details are 01202 025481, email: Your@lifemattersfp.com
Offers available through VouchedFor
Contact Emily through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Emily's clients
Based on responses provided by clients who have reviewed this adviser
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