Who are Pension Matters?

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

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!

I was looking to liquidate a final salary pension fund from a former employer. Anyone wishing to do this is required to engage the services of a specially certified financial advisor. Paul Steel was then, one of only two certified advisors in the North East to help me. He greeted me warmly and put me straight at ease, handling the matter expeditiously and professionally with the whole process made easy and hassle free.
Gail Swinney, Blyth
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