Who are Estate Matters?
We are a Pensions and Investment boutique specialising in strategies t0 help you reach your lifetime goals big and small. We are focused on investment advice, Pensions restructuring, and Estate planning to assist you in achieving your longer term financial objectives so you can enjoy the lifestyle you deserve.
We established Estate Matters Financial to set the highest standards of advice, qualification and service by developing robust systems and procedures that will stand up to the severest scrutiny.
In Paul Steel we have one of the highest qualified IFAs in the UK with 25 years experience, 12 of those as a Chartered Financial Planner. Paul is a Fellow of the Personal Finance Society, a Fellow of the Chartered Insurance Institute and a recipient of the prestigous internationally recognised ISO22222, the highest international award for financial planning).
