Financial & Legal News

New staff boost the Pearson financial team

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Pearson Solicitors and Financial Advisers has boosted its team with two new recent appointments, Jonathan Beardmore joins the team as an independent financial adviser (IFA) and Harriet Morton-Liddle is a new financial services administrator.

Jonathan has a family background in Financial Services, having first worked in the industry for over 13 years.  He has worked in high net worth practices specialising in private clients, with a special interest in passive investment strategies that reduce cost and improve performance.

Jonathan and Harriet join the financial team

Partner and Financial Services department head, Richard Eastwood said: “We're delighted Jonathan has chosen to join us at this exciting time in our growth as a firm. He has invaluable expertise in advising on pensions, as well as building and managing investment portfolios, he is a welcome addition to the team."

Jonathan added: "Pearson Solicitors and Financial Advisers and I share the same vision for financial planning - it’s client-centred approach, investment advice and reputation is excellent.

"I have joined a company where I will be able to add to and learn from the wealth of experience of people who are already here."

A keen sportsman outside of work, Jonathan plays for Broughton Park rugby club and competes in Jiu Jitsu competitions.

Harriet is at the start of her career in financial services and will be training alongside Richard and the team.

“Working together with an experienced team and helping provide clients with solutions for their financial needs is what I want to do. Being new to the industry each day is a challenge, however everyone is very helpful and I am enjoying the achievement of learning something new on a daily basis

“Financial services offers the opportunity to help people find solutions to their financial questions and make their money work for them and that is something I find very interesting. In the future I hope to take financial services qualifications and have a greater knowledge regarding the industry,” she added.

Please note that the information and opinions contained in this article are not intended to be comprehensive, nor to provide legal advice. No responsibility for its accuracy or correctness is assumed by Pearson Solicitors and Financial Advisers Ltd or any of its members or employees. Professional legal advice should be obtained before taking, or refraining from taking, any action as a result of this article.

This blog was posted some time ago and its contents may now be out of date. For the latest legal position relating to these issues, get in touch with the author - or make an enquiry now.

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