For over 40 years, Pearson Jones has discreetly and successfully nurtured the wealth of numerous entrepreneurs, companies, family trusts and individuals. They spend considerable time and resource on rigorous independent analysis of investment opportunities, pro-active portfolio management and scrupulous tax planning. This grounded advice allows clients to live life to the full, confident that their own and their family’s financial futures are in safe hands.
Pearson Jones are proud to have been one of the first firms to be awarded the prestigious title Chartered Financial Planners by the Chartered Insurance Institute (CII) – which is held by less than 5% of Advice businesses in the UK. This title is only awarded to firms committed to developing and maintaining the knowledge and capability of their people – so they can deliver highest quality advice services. Chartered firms must also follow a demanding code of ethical practice. This means that Pearson Jones must work in a principled manner that places clients’ interests at the heart of any advice they give.
Pearson Jones' chartered status means you can be confident that all their advisors are fully qualified and trained to the very highest standards.
New Model Adviser of The Year 2011
Pearson Jones plc was the ‘New Model Adviser of the Year 2011 for the North of England’ – one of eight winners across the UK - in the awards run by London-based financial publisher Citywire. This award provides an independent confirmation of skills, particularly in the areas of client care, clarity of advice and in recognition of high levels of qualification of Pearson Jones' staff.
Pearson Jones have again been recognised as one of the ‘leading lights’ in the Wealth Management / Independent Advice arena, having been shortlisted, for the second year running, for the ‘New Model Adviser of the Year 2012 Award for the North of England’.
IFA Team of the Year 2009/10
In October 2009, Pearson Jones won the prestigious award “IFA Team of the Year 2009/10” in the Society of Trust and Estate Practitioners (STEP) Private Client Awards. STEP is an international body of 14,500 barristers, accountants, solicitors and other professionals who specialise in the Trust and Estate Planning market. This award provides further independent confirmation of Pearson Jones' skills, particularly in the areas of Trust Management, Trust Investment Advice and individual Inheritance Tax Planning.
Pearson Jones have again been recognised as one of the ‘leading lights’ in the Trust and Estate Planning market having been shortlisted for the 2012/13 awards (to be announced in September 2012).
Clayton Wood Close
West Park Ring Road
T. 0113 228 0900