Paul Steel

The boring bit; I have a MSc in Financial Planning, I am a Chartered Financial Planner, a Fellow of the Personal Finance Society, a Fellow of the Chartered Insurance Institute, a qualified Pension Trustee and a member of Million Dollar Round Table with 30 years experience in the retirement planning market.

The far more interesting bit; I love to meet people and help them achieve their financial objectives which is by far the most rewarding aspect of the job.

I  have also published a book; ‘Pension Matters; Your guide through the retirement income maze’  available on Amazon

In my spare time I go distance running and try to catch the illusive Salmon.


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Paul is proactive, prompt and reliable and always willing to meet up and discuss any questions I may have. I've been given first class advice regarding my investments and look forward to working with Paul for many more years
Malcolm Tye, Hartlepool
Pension Matters is a trading style of Pension Matters (North East) Limited which is authorised and regulated by the Financial Conduct Authority. FCA No. 776638. Registered in England and Wales No. 9363175. Registered address: The Axis Building, Maingate, Kingsway, Team Valley, Gateshead, NE11 0NQ. Privacy notice