Welcome to Pension Matters

I have a dream that one day Pensions will be

 so simple that everyone will be able to make a

 decision and know they have made the right

 decision.  Until that day comes, we are here.

Based in the Team Valley, Pension Matters specialises in planning to provide you with the best retirement your money can buy.

We focus on pension and investment advice, pensions restructuring, and estate planning, all aimed at enhancing your lifestyle in retirement.  Choosing a partner to work with in respect of your retirement planning could be one of the most critical decisions you ever make,so what can we do for you?

• We can help you maximise your tax free cash
• We can locate and unlock old pensions
• We’ll calculate your retirement income
• We can consolidate all of your pensions 
• We’ll help you to fully understand your pension options
• We’ll show you how to use pensions to fund your business

We are:

• Retirement Planning Specialists
• 100% impartial and independent

We offer you:

• A fee based service -All fees are agreed with you in advance
• You will have written service agreement
• Your own Personalised investment strategy

“Our core service is to assist in the accumulation and preservation of wealth through our investment and retirement asset planning service – nothing else!

Call us now on 0800 612 4541, or use our contact form to get in touch.

We have been requested to post this notice by

the Financial Services Authority to make you

aware of the following;

  Pension Matters is a trading style of Estate Matters Financial Limited which is authorised and regulated by the Financial Services Authority No. 472900 and based in Gateshead, Tyne and Wear.

Pension Matters Associates Ltd whose registered office is Lester House, Bury BL9 0DA are in no way connected with the above company and are NOT authorised by the Financial Services Authority to provide Pensions advice.

You may be assured that we at Estate Matters Financial or Pension Matters would never;

1. Canvass you  by telephone unless you were an existing client
2. Recommend you transfer your pension funds without a full analysis as prescribed by the Financial Services Authority
3. Offer cash incentives for you to move your pension fund
4. Recommend that you invest in any unregulated or non UK based investment.

 If you are in any doubt as to who you are potentially dealing with you may ring us at Estate Matters Financial Limited on 0191 404 6806. 

We strongly recommend that you do not consider moving your Pension funds without first seeking Independent Financial Advice.  To locate an adviser in your area visit www.unbiased.co.uk.