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Review for Emily Turgoose

February 2022

What were the circumstances that caused you to initially look for a financial adviser?

We had agonised over how we should be making more of our investments for a long time but had been reluctant to be proactive before engaging Life Matters.

How has Emily helped you?

Emily Turgoose listened patiently before fully analysing all our investments, even discovering a pension we’d completely forgotten about. She has helped to untangle a lot of confusion and fear about our financial future. Rather than just to consolidate our investments as any IFA would do, Emily’s true value to us is as a Planner. This has helped us to set our financial decision-making within the context of our overall life plans and aspirations. One of the many positive results has been peace of mind and looking forward to the future. Emily’s team are also always helpful and a pleasure to deal with. Would wholeheartedly recommend.

Have you seen the outcome you were hoping for?

Yes

Review for Emily Turgoose

December 2021

What were the circumstances that caused you to initially look for a financial adviser?

We had a range of company pensions that we believed needed to be consolidated. However, achieving this without financial advice was not advised either by the UK Gov or friends. Hence our search began.

How has Emily helped you?

Emily has analysed our entire financial situation, not only our pensions to create a big picture view of our financial health moving into retirement. Information derived from this examination has been shared in simple language allowing financial actions to be taken and a plan to be formalised.

Have you seen the outcome you were hoping for?

Our investment were consolidated late summer 2021 and therefore its very early days to try and understand/predict financial performance. However, our overriding view is that we are in safe hands.

What could they have done better?

Not much, the advice was clear and they understood that trust is built over time. It is sometimes difficult for people with 40+ years of financial chaos to trust the hand that pulls them into the light!

Review for Emily Turgoose

December 2021

How has Emily helped you since your last review?

Since the last review I have actively chosen to change my work/life balance. I have been able to do so with confidence as Emily and Life Matters have ensured I understand my financial position and that is can support my future plans.

Review for Emily Turgoose

December 2021

What were the circumstances that caused you to initially look for a financial adviser?

Looking to retire early and wanting to organise my finances to enable me to do so

How has Emily helped you?

Emily totally reorganised my investments to give me far better returns for less fees and encouraged me to liquidate non performing assets and bring them into my portfolio. She is extremely personable and experienced and enabled me to put my faith in her abilities unreservedly as my Advisor.

Have you seen the outcome you were hoping for?

It is early days yet as the changes were made only 6 months ago but I am enjoying how organised myself finances are and how easy the online portal is to give me visibility of all my assets.

What could they have done better?

I have no criticism whatsoever.

Review for Emily Turgoose

January 2021

How has Emily helped you since your last review?

Emily has provided consistently excellent financial advice since we first met in 2009. This has allowed us to realise our goal of retirement in 2020. In the last year, our focus has changed from maximising our investments and pensions to drawing down from these in a tax efficient manner. Even with the challenges of Covid-19, we are secure in the knowledge that we can draw down from our investments and pension schemes in a flexible manner to ensure a comfortable and happy retirement.