Financial Services

Pearson Solicitors and Financial Advisers has a team of seasoned Independent Financial Advisers (IFAs) dedicated to providing private individuals and businesses with unbiased financial advice, strategies and wealth management, whether you are looking forward to retirement or to long-term growth.

What We Offer

Our highly experienced team who will look at your individual circumstances and provide tailored advice. This advice will take account of at your unique financial needs and goals for the future, and add value by providing suitable products for your particular financial aspirations. We will also provide invaluable ongoing support.

As Independent Financial Advisers we are the only type of adviser that can select from all the products available in the market.

Our Approach

Our Financial Conduct Authority (FCA) regulated team is founded on long standing relationships, dedicated to helping both private individuals and businesses, in the UK and internationally, take control of their financial future.

We specialise in providing help and full range of advice including: wealth management, saving and investing, retirement and long term care planning, insurance services, tax planning, and personal pensions.

We believe that advice is only part of the planning picture, management is another. If you need it, we will provide ongoing support to help you keep on top of important dates, events and changing circumstances.

As Financial Advisers we are totally independent and do work with a number of providers to maximise the best options for our clients. Canada Life are one such firm and this video shows just how important planning can be and how the services of a good financial adviser really do make your money work for you. Check this out

A Free Initial Appointment

Pearson Solicitors and Financial Advisers offer a free initial meeting where you can discuss your options with an experienced financial adviser.

For further information or advice, please contact Richard Eastwood using the details above.

Latest News

Hacking Episode a 'Reasonable Excuse' for Late Filing of Tax Returns

Taxpayers are personally responsible for filing their tax returns on time, and failing to do so can lead to stiff financial penalties. However, in one case, the First-tier Tribunal (FTT) ruled that a self-employed website developer whose accountants lost all...

A Little Too Much Knowledge Can Be a Dangerous Thing

There are special rules for people working in the UK on short-term secondment from employers based abroad. Many do not become taxpayers under the UK tax system. When one such person contacted HM Revenue and Customs (HMRC) to clarify his position, he was...

Inheritance Tax - 'Hope Value' Relevant to Property Valuations

When valuing a property for Inheritance Tax (IHT) purposes, is it legitimate to take into account its potential for enlargement or improvement – so-called 'hope value'? In a guideline ruling, the Upper Tribunal (UT) has answered that question in the...

Under Financial Pressure? Don't Fall Into Dodgy Lenders' Arms!

Financial pressure can easily lead the unwary into the arms of unscrupulous lenders. One High Court case, in which numerous borrowers found themselves in legal limbo , shows how unwise it is to enter into such transactions without professional advice. A...

Be Careful Who You Trust With Your Finances

Giving someone else power of attorney over your finances can be a useful means of ensuring that your affairs will be properly managed if you lose the capacity to do so yourself. However, one case in which a war veteran's money was plundered by a man he...