A Guide To Our Investment Process

Why choose us as your investment partner?

We are a boutique and therefore not for everyone, our primary aim is the preservation of client’s capital value coupled with a desire to optimise returns within each client’s stated risk zone.

We are structured to provide you with a personal and individual service, we do not believe in a one size fits all philosophy and aim to provide you with an ongoing investment proposition that can be modified as often as you need it to be.

Investment process guide

Investment process guide
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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