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

HMRC Provide Calculator for New IHT Relief

Like many pieces of tax legislation, the 'additional threshold' (AT) for Inheritance Tax (IHT) – which, in simple terms, limits the potential IHT charge on high-value residential properties – is a lot more complicated than it looks at first...

Your Right to Claim Tax Relief on Losses Dies With You

You can claim tax relief if assets that you have acquired become worthless or loans that you have advanced prove to be irrecoverable. However, in a case that will be required reading for tax professionals, the Upper Tribunal (UT) has ruled that the right...

Have You Checked Your Investment Adviser's Credentials?

Investment advice is best obtained from authorised professionals and it is unwise to rely on friends' recommendations, no matter how trustworthy they may appear. In one case that proved the point, a currency trader who turned to fraud and lost £500,000...

Tax Law No Respecter of (Cultural) Tradition

An argument that assets which HM Revenue and Customs (HMRC) said belonged to a deceased man (and were thus subject to Inheritance Tax) were actually owned in whole or in part by his son was rejected by the First-tier Tribunal (FTT) recently . After the son...

Financial Advice to Become More Common?

We have often written about the dangers of taking advice from unqualified and/or unregulated advisers. A recent change in the regulations surrounding financial advice will cause some concern for those with friends or relatives who may be influenced by...