Estate Planning North East - Estate Matters

Why Choose Estate Matters?

• We are a boutique financial planning firm dedicated to the Accumulation and preservation of wealth through our investment and retirement planning service – nothing else!
• 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 Terms of Business which you can download to ocnsider at your leisure.
• A Chartered and Certified Financial Planner, the highest qualified of Independnet Financial Advisers will deal with your enquiry, and they will be a specialist in their chosen field of Pensions and Investments.
• We are completely independent, 100% employee owned. We have a vested interest in providing you the best possible service. We have no affiliation with any other business that could influence us or compromise our impartiality.
• The majority of our work is Pensions related. There is a huge amount of FREE information at our sister site www.pensionmatters.net  You may find what you are looking for there or at least something  to point you in the right direction.

At Estate Matters, we focus on investment advice, Pensions restructuring, and Estate planning to assist you in achieving your longer term financial objectives so you can enjoy the lifestyle you deserve.