Financial Services

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

Ignorance Not a Reasonable Excuse for Tax Disclosure Failure

When an 18-year-old woman bought a derelict end terrace property in London in 2006 and sold it to developers the following year, she made no entry on her tax return, believing that principal private residence relief applied. Having made a 'discovery' of the...

What is the Tax Status of Compensation for Financial Product Mis-Selling?

Is compensation paid to individuals whose businesses have failed due to mis-selling of financial products subject to Income Tax? In a decision that will disappoint many victims of bank wrongdoing, the First-tier Tribunal (FTT) has answered that question in...

CGT Net Tightens for Homeowners

The recent Budget contained an announcement that will be unwelcome news for some property owners. The sale of a person's principal private residence has always received favourable treatment for Capital Gains Tax (CGT) purposes. Normally such sales are...

If HMRC Don't Get it Right

You may be forgiven for thinking that the authorities always follow proper procedures, but that is not the case, and when they fail, their actions may not be legally valid. In a recent case, a series of errors put a taxpayer and HM Revenue and Customs...

Relief for Families as Missing Persons Act to Come Into Force

Legislation that will give families of people who go missing the ability to administer their affairs is to come into effect: but not until July 2019. The Bill received the Royal Assent as long ago as April 2017, but the need for secondary regulations and...