Claim Type: Financial Advisor Claim.

Need help with a Estate Matters Financial claim?

If you’re worried about losses from a transaction involving Estate Matters Financial and are considering compensation, our experts can help. We’ll review your case thoroughly to determine what happened, who’s responsible, and how much you could potentially recover.

Why are People Making Claims Relating to Estate Matters Financial

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Find out how much your claim could be worth with our No Win No Fee service. We provide accurate claim valuations free of charge.

ESTATE MATTERS FINANCIAL

FCA has intervened in the business activities of Estate Matters Financial Limited (also trading as Pension Matters) because the firm had been providing unsuitable defined benefit pension transfer advice.

The FCA has commenced civil proceedings in the High Court, but no trial date has been set.

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We have an 82% success rate on submitted claims involving Estate Matters Financial

It takes less than a minute to find out if you’re eligible.

Find out if you’re eligible to claim here.

Our Process for Making a Claim

Initial Consultation

We”ll start a free consultation to understand your situation and help you decide on the best  course of action.

Collect & Review Agreements

We”ll collect and review your documentation of the advice given, pension transfer details, and evidence of any financial losses.

Submit a claim

We”ll formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.