Estate Planning North East - Estate Matters

Welcome to Pension Matters

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

We focused on investment advice, pensions restructuring, and estate planning, all aimed at enhancing your lifestyle in retirement and protecting your family.  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
• ISO22222 Certified – the highest international award for financial planning.
• 100% impartial and independent

We offer:

• A fee-based service – no commission paid to advisers
• Written client service agreements
• Personalised investment strategies

“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.