Read our latest client testimonials

Alan Sahm – Sunderland

“Pension Matters for me was a complete joy. Paul Steel one of the most helpful people I have ever met, he took me through the whole process stage by stage and spoke in real terms I could understand. He makes regular contact and is very eager to lend his expertise on any pension enquiry I…

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Jimmy Anderson – Newcastle

“I decided to take my pension early in 2015 at the age of 55 but needed to take financial advice on the best way forward as I was facing redundancy from a large company. Many of my colleagues were in the same situation and all were researching the many options that were available. I chose…

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Andrew and Elizabeth Rutley – Sunderland

My wife and I were in need of professional financial advice when I was nearing retirement. A close friend of mine recommended that we contacted Paul Steel to have a chat with regards to my requirements. We discussed generally our requirements for my pending retirement. We felt confident enough after a couple of meetings to become clients of his and have…

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Gerry Tilley

I found Paul Steel at Pension Matters through a recommendation from a work colleague. From the initial first contact by telephone right through to meeting in person at the smart modern premises I found Paul to be professional, extremely knowledgeable, very patient and a good listener. He understood exactly my wants and desires for my…

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Gillian Lean – Leeds

Transferring my pension personally was a massive and daunting decision. Pension Matters explained things clearly and helped me to make an informed decision regarding my choice of pension plan. The company as a whole provides a very professional and friendly service

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Norman Wilkinson – Low Fell

I have been given advice from Pension Matters for several years now and would highly recommend. They offer a professional efficient service in all aspects of financial advice and all information provided is confirmed in an easy to understand manner

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Margaret Reynolds – Gosforth

Paul Steel has looked after my pensions for very many years. With the support of the excellent team at Pension Matters, I have received excellent advice and service throughout. In these days when we hear so much bad press about pension scandals, it is very comforting to know that I am dealing with an adviser…

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Gail Swinney – Blyth

Paul Steel at Pension Matters was recommended to me when I was looking to liquidate a final salary pension fund from a former employer. Paul Steel greeted me warmly and put me at ease instantly. He handled the matter expeditiously and professionally with the whole process made easy and hassle free.  Paul was friendly, professional…

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Steve Drinkell

As someone who had very little knowledge of pension matters (pardon the pun), the whole team guided me through using layman terms, which certainly made a nervous me comfortable and that I was choosing the right company. I would have no hesitation in recommending Pension Matters

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John Ber

I have saved all my life and been very careful with my savings and investments, I certainly wouldn’t trust just anyone to handle my money. Pension Matters are by my standards a trustworthy and totally professional company

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