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

Tax Investigations - Judge Authorises Disclosure of Credit Card Bills

To what extent are the tax authorities entitled to delve into what would otherwise be your private financial information? The High Court tackled that issue in authorising disclosure of a wealthy businessman's credit card statements to HM Revenue and...

Wealthy Online Investor in Bitcoin Futures a 'Consumer'

Can someone who trades in cryptocurrency futures or other sophisticated products via an online platform be viewed as a consumer? In a crucial decision for the investment sector, the High Court has answered that question in the affirmative . The case...

CGT Loss Occurs When Payment Made, Not Before

When a personal guarantee has to be given in order to give a lender the security it needs, the guarantor hopes that the guarantee will never be called in. However, when it is, the loss suffered by the guarantor will normally qualify as a loss for Capital...

Court Allows Trust Error to Be Corrected

Mistakes do happen, and in some circumstances they can be rectified by the courts. In a recent case, the wife of a man who died in 2015 went to court after a mistake in dealing with a trust created under his will left a substantial potential Inheritance Tax...

Appealing Against a Tax Bill? Make Sure You Get a Fair Hearing!

If you dispute a tax bill, you are entitled to a fair hearing of your appeal and specialist advice will ensure you get just that. In a case that demonstrates this point, a couple were relieved of a substantial Capital Gains Tax (CGT) demand after...