59 reviews | 1 verified advisers
Review for Emily Turgoose
What could they have done better?
Nothing comes to mind as any feedback given over the years has been gratefully received and acted upon.
What were the circumstances that caused you to initially look for a financial adviser?
We had a sudden change in life circumstances and needed a wholistic view of our finances for the future
How has Emily helped you?
With investments, long/short term financial planning and lifestyle choices. Emily and her team have given us financial security and peace of mind, so we can get on with and enjoy life.
Have you seen the outcome you were hoping for?
Absolutely
Review for Emily Turgoose
What could they have done better?
Reviewed investment poor performers and swapped them for better performing investments.
What were the circumstances that caused you to initially look for a financial adviser?
We had multiple pensions in different companies. We needed advice on consolidation and the value of the subsequent pool and its ability to sustain our lifestyle post retirement.
How has Emily helped you?
Emily ran a very detailed review of all our assets and pensions to create a financial picture that showed lifestyle sustainability from retirement to end of life.
Have you seen the outcome you were hoping for?
Investments go up and down. Many of the investments have performed well, like Fidelity. However Vanguard seems to stand out as a poor performer.
Review for Emily Turgoose
How has Emily helped you since your last review?
When I was working I had little idea of what retirement would really look like, especially financially. But with slight fear and trepidation I took the leap! With the help, care and expert advice from Emily and her team at Life Matters it’s wonderful! I know that with their invaluable expertise at managing my finances, planning for all sorts of different situations that life might throw at me, I can rest easy, relax and enjoy a happy retirement with the full knowledge that they have my back. Their work at Life Matters has actually enabled me to have a more financially comfortable retirement than I could ever imagined. I couldn’t recommend Emily and her team more.
Review for Emily Turgoose
What could they have done better?
N/A
What were the circumstances that caused you to initially look for a financial adviser?
Planning for retirement
How has Emily helped you?
Good clear sound advice
Have you seen the outcome you were hoping for?
Yes
Review for Emily Turgoose
How has Emily helped you since your last review?
Emily has a unique set of skills combining her knowledge of the financial markets with coaching to help you identify what's important to you not only now but in the future. She then ensures that your financial plan will help you achieve your goals. A yearly meeting helps you keep on track and means you can update your plan as and when you need to. She has a real knack of helping you see things more clearly and focusing on what is important to you.
