Estate Matters Financial Ltd are a Pensions and Investment boutique specialising in planning and implementing strategies for your post work years that will help you reach your lifetime objectives big and small. 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

We established Estate Matters Financial to set the highest standards of advice, qualification and service by establishing robust systems and procedures that will stand up to the severest scrutiny.

• Our core service is to assist in the accumulation and preservation of wealth through our investment and retirement planning service. We do not sell or deal in Insurance.



• We believe the ongoing review of your funds is at least important as the initial fund selection and we therefore see our relationship as long term and have no desire simply to conduct a ‘transaction’ for you.



• We have a variety of carefully chosen affiliate partners to provide complimentary services and these are listed on a separate sheet ‘Services we can offer’ Many Financial Advisers offer these services in house but we believe we must focus on our key activities of providing Investment and Pensions advice.



• The vast majority of our clients are introduced by existing clients. We believe there is no better recommendation than this. We are therefore reliant upon our service standards and the quality of advice to ensure you introduce potential clients to us.



• Our fee structure is clear, transparent, and we believe fair to all parties, reflecting the level of service provided. Details of our charges are listed within our Menu which is available from our website www.estatemattersfinancial.co.uk. Please note that we never negotiate on fees as this would be to the detriment of our existing clients.



• We are completely independent, our business is 100% owned by the employees of the Company, so we have a vested interest in providing you the best possible service. We have no affiliation with any other business that could influence or compromise our impartiality.

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