Who are Pension Matters?

Pension Matters are a Pensions and Investment boutique based on the Team Valley in Gateshead specialising in strategies for your post work years that will help you reach your financial objectives.

In Paul Steel we have one of the highest qualified Independent Advisers in the UK with more than 25 years experience helping people like you reach their retirement goals.

Paul is currently studying for a MSc in Financial Planning  at Manchester Metropolitan University as well as being a fully qualified Chartered Financial Planner he is a Fellow of the Personal Finance Society, a Fellow of the Chartered Insurance Institute and a qualified Pension Trustee.

Pension Matters  focus 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 our business to set the highest standards of advice, qualifications and service by implementing robust systems and procedures that will stand up to scrutiny.

Our ongoing Portfolio Management  and Review system ensures you interests are served for the full term of our relationship which we consider a working partnership, a joint venture where both parties will contribute to achieve the desired outcome.

If you think that Pension Matters can help you with your Pensions or other retirement plans then  please contact us for a no obligation discussion - it could change your life!