Pension Matters

Independent Financial Adviser  The Axis Building, Team Valley, Gateshead, NE11 0NQ
check
FCA authorised
Last authorised 16th November 2020
You will access your Pension once in a lifetime. We have experienced it hundreds of times. Benefit from our experience.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Offshore investments
check
Socially responsible investments
check
Lump sum
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
Meet our advisers
Paul Steel MSc, BA(Hons), FCII, AFPC, FPFS
Director
About us

Retirement Planning Specialists involved in all aspects of Pensions to assist you both before and after retirement.
Chartered Financial Planner engaged in specialist Pensions and investment boutique advice.
Pension Freedoms and Retirement income analysis, Company Schemes, Personal Pensions, Flexi Access Drawdown, SIPP, SSAS, Tax Free cash release, Pension Transfers, Company Scheme reviews and much more.
Find out how we can help you with our FREE Pension guides you can download at <url hidden>.
Pension Matters is a trading style of Estate Matters Financial Limited which is authorised and regulated by the Financial Conduct Authority No. 472900.

Our services

* You will access your Pension only once - We have been through it hundreds of times! Make sure you engage a Pension specialist.
* We offer a Personal Retirement planning service to suit you
25 Years experience in Pensions and Retirement planning
* Pension Advice specialists for all types of pensions

We view our relationship as a collaborative partnership building wealth and security. Together we focus on ways to help you live the life that you want.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face

The Axis Building, Maingate, Kingsway North, Team Valley, Gateshead, NE11 0NQ

Similar advisers near you

Restricted - whole of market 1.31 mi
We offer professional, friendly, easy to understand, bespoke advice.
 
Independent Financial Adviser 1.47 mi
Independent pension advice and retirement planning for hard-working folk. Let's start planning the retirement of your dreams either by video call or in branch with one of our friendly, experienced planners.
 
Independent Financial Adviser 1.71 mi
We are passionate about what we do and provide easy to understand financial solutions to satisfy your individual requirements.
 
Independent Financial Adviser 1.86 mi
Simple, straightforward and jargon free advice. First meeting is free with no obligation.