Who are Estate Matters Financial?
We are a Pensions and Investment boutique specialising in planning and implementing strategies for your post work years that will help you reach your lifetime objectives 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 establishing 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 as a Chartered Financial Planner, Fellow of the Personal Finance Society, holder of The Pension Tustee Certificate from the Pensions Management Institute and recently awarded the prestigous internationally recognised ISO22222, (there are only a handful of IFAs in the whole of the UK to be accredited with ISO22222, the highest international award for financial planning).
Whatever the nature of your enquiry please feel free to contact us, alternatively you may find the answer your looking for in our FREE Options at Retirement guide, FREE Inheritance Tax Guide or FREE Overseas Pension Guide available at our Free downloads page.
  Estate Matters Financial Ltd is authorised and regulated by the Financial Services Authority
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