Pearson Financial Wellbeing

The team at Pearson Financial Wellbeing are able to provide wealth management solutions to individuals, business owners and corporate executives. We have over 40 years combined industry experience which helps us give our clients complete confidence in their financial plans and gives them an assurance that we will continue to be there as circumstances change. We strive to provide the highest levels of service possible in a wide range of such as: Protection Planning Investment Planning Retirement Planning Inheritance Tax planning Corporate Financial Planning St. James’s Place Wealth Management also has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. If you would like an informal chat with no obligation, please feel free to connect with me or send me an email. The value of your investment can go down as well as up. You could get back less than you invested. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. Pearson Financial Wellbeing is the trading name of Pearson Financial Wellbeing Limited. SJP Approved 21/7/2025.