Pearson Financial Management

We are a family based firm specialising in offering bespoke and expert advice in a wide range of important areas including retirement planning, investment planning, inheritance tax planning, protection and long term care (SOLLA accredited). With over 25 years’ experience, Philip Pearson was appointed Senior Partner in 2011 by the St. James’s Place Board of Directors. He has had a long standing and professional relationship with the Police Federations and several Police Forces throughout the UK including PSAEW and NCA and therefore is able to understand the core needs and requirements of Police Officers and their families.

St. James’s Place Wealth Management is a leading UK wealth management organisation made up of many of the most experienced, able and highly regarded professionals working in financial services today. Founded in 1991, St. James’s Place was listed on the London Stock Exchange in 1997 and is now a FTSE 100 company with over £79 billion funds under management who provide backing and policing to Pearson Financial Management

The Pearson Financial Management philosophy focuses on maintaining long-term trusted relationships with clients, showing distinct quality and transparency, which in turn gives clients financial peace of mind. We offer a bespoke high level of service that is rarely seen in today’s financial market place and this is why many of our clients have come from personal recommendations.

 Putting clients firmly at the heart of everything we do as a company enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

 Should you want to speak with Philip Pearson regarding your circumstances, you can either contact your Federation Office or call their Tarporley Office direct on 01829 732450.

 

The Partner Practice represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more of which are available on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.