Financial Services

Notice re Coronavirus (COVID-19) 

Our team are all still working and continuing to look after all our clients financial and legal matters and take new instructions, or simply just give advice. The safety of our clients and staff is important to us. Whilst we're not holding face to face meetings at the present time and are following Government guidelines, we are here for all our clients via telephone and email and offering meetings and appointments in a 'virtual' way to suit your needs - although our physical office doors are now shut, our virtual offices are open for you.

Advice For You

It's Always a Good Time to Look at Tax Planning
Coronavirus Market Commentary
So was it the Coronavirus Budget?

Our team of seasoned Independent Financial Advisers (IFAs) are 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 will look at your individual circumstances and provide tailored advice. This advice is personal to you taking into account your unique financial needs and goals for the future - a bespoke service with 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.

But, we believe 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

Always Take Independent Professional Advice Before Investing Your Money

Fraudulent investment schemes are perennially tempting to the unwary and it really does make sense to take independent professional advice before parting with your money. In one case, the High Court found compelling evidence that hundreds of small investors...

Professional Gambler Fends Off £290,000 Income Tax Demand

HM Revenue and Customs (HMRC) are always on the lookout for unexplained cash earnings which have not been declared for tax. However, in one case, a former professional gambler was relieved of a six-figure Income Tax bill after convincing the First-tier...

When Is a Property 'Completed'? DIY House Builder Wins VAT Rebate

DIY house builders are entitled to refunds of VAT they pay on materials used in their projects. However, as a decision of the First-tier Tribunal (FTT) showed , seeking such rebates is far from straightforward and a strict time limit applies. A man applied...

Still Time to Stay Ahead of CGT Changes

New rules surrounding the payment of Capital Gains Tax (CGT) on profits made on the sale of a residential property are now just weeks away. Taking effect on 6 April 2020, the changes will reduce the amount of time individuals have to pay their CGT bill and...

Couple's Claim for CGT Loss on Holiday Home Succeeds

HM Revenue and Customs (HMRC) may appear a very big battalion indeed but, with the right legal advice, individuals can succeed in overturning their decisions. Exactly that happened in a case concerning a couple who lost over £6 million in a disastrous...