Our role as a leading financial planning firm is to empower business owners, professionals and their families to make great decisions. 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 haul. It’s all about the relationship we have with our clients, we care enormously about their outcomes. This approach means we build fantastic partnerships that go beyond the usual adviser and client relationship.We do this by creating clear lifetime financial plans for clients, designed to propel them towards their goals and aspirations for the future. Whether it’s to retire 10 years earlier, ensure they leave a legacy for loved ones, or sail around the world. We then join up the dots of their existing financial arrangements to create their 'Big Picture'​. This becomes their lifetime financial plan.Our approach is different to traditional financial advisers, but our experience and clients tell us it leaves them feeling reassured. Our website offers additional information on how we combine our unique financial planning process with our wealth management expertise to get and keep clients on track.

Drawing on our experience and passion for providing a market leading service, I, and two like-minded colleagues set up Maybury Financial to deliver our Comprehensive Financial Planning Solution. Our key purpose being ...changing lives for the better! This is an enjoyable and rewarding approach to financial planning, more about the client, rather than their finances in isolation! Our bespoke process helps our clients understand what is truly important to them and clarify what goals, objectives and lifestyle they aspire to. We can then agree a step-by-step plan of action to help them achieve it. This becomes the focus for future reviews. As a result we find our clients are able to spend time doing things they really enjoy, whilst still having the confidence and peace of mind that they are financially on-track.

A personalised approach to client's financial planning needs.

Managing client relationships in the Global Custody field to the highest standard.