Pearson Financial Management have worked in Financial Services for over 20 years, joining St. James's Place Wealth Management in 2005 and have now been appointed as a Senior Partner Practice by the board of directors. Pearson Financial Management have specialised in offering expert advice in a wide range of important areas including investment planning, Inheritance Tax planning, pensions and protection for both private and corporate clients.
Planning for a secure future be it for yourself, your family or your business, is one of the most important steps you will ever take. Changes in your circumstances or the effects of inflation will require you to regularly review and act upon your financial situation.
As a Senior Partner Practice of St. James's Place Wealth Management, we can provide you with a personal wealth management service designed to meet your short and long-term needs.
We can help you reach your financial goals by offering you the appropriate advice and guidance now, and by ensuring that any plans put in place remain effective in the future no matter how much your circumstances change.