Pension Matters

Independent The Axis Building, Maingate, Kingsway North, Team Valley, Gateshead, NE11 0NQ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
14th October 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Socially responsible investments
    • Lump sum
    • Employee benefits
    • Group pensions
    • Group protection
Meet our advisers
Paul Steel MSc, BA(Hons), FCII, AFPC, FPFS
Director
Accreditations
Chartered Financial Planner
What our clients say
I have been a client for around six years now. I have been very pleased with the return on my pension investments, and the methodology they use keeps me well informed. I find Paul Steel and the team very helpful and supportive, they have also provided information and service on several personal matters.
Mr D. Reay, Ponteland
It is with great pleasure that Paul Steel has been acting as our financial adviser to our family for several years now. He has been extremely astute in his analysis of our financial investment requirements, from which we have greatly benefited. We have found his judgement on our pensions and investments to be extremely helpful. We have every confidence in Paul's knowledge of these areas, and we have no hesitation in recommending his services to our friends and others.
Dr B Sengupta, Gosforth
Paul Steel of Pension Matters saved me from losing a fortune and carefully advised on what has proved to be gaining one. He is very professional, truly independent and not a self-interested Financial Advice rip-off merchant. I recommend his book and his advice to anyone serious about pensions.
Professor Stephen Martin, Durham City
Where to find us

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

Make an enquiry
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.

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