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Why choose Estate Matters Financial?

Ø    We do not sell or deal in Insurance.  Our core service is to assist in the accumulation and preservation of wealth through our investment and retirement planning service – nothing else! 

 

Ø We do NOT take commissions we operate exclusively on a fee basis. Our fee structure is clear, transparent, and we believe fair to all parties, reflecting the level of service provided.  Details of our charges are clearly stated within our Menu (available upon request).

 

Ø  A Chartered Financial Planner,  the highest qualified of Advisers will deal with your enquiry, and they will be a specialist in their chosen field of Pensions and Investments. 

 

Ø  We are completely independent, 100% employee owned.  We have a vested interest in providing you the best possible service.  We have no affiliation with and other business that could influence us or compromise our impartiality.

Ø The majority of our clients are introduced by existing clients.  We believe there is no better reccommendation than this.  We are reliant upon our service standards and the quality of advice to ensuere you introduce potential clients to us. 

  


 

Estate Matters Financial Ltd is authorised and regulated by the Financial Services Authority

 
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