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 our Menu (available upon request).
• 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 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.

At Estate Matters, we are focused 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.