10/24/2015 Update: Pearson Jones PLC Pearson Jones has been acquired by 1825 Financial Planning.
Pearson Jones Reviews (History / Overview)
Pearson Jones has been in business for over 40 years, and currently operates across offices in Leeds, Sheffield, Bishop Auckland, and Reading.
Its focus is on helping successful individuals, families, entrepreneurs, companies, and trusts grow their wealth in line with their financial objectives.
Over the years, Pearson Jones has grown to become a reputable and trusted name in the UK wealth management sector, as evidenced by the longstanding client relationships that have been established since inception, and that are in place even today.
Image Source: Pearson Jones Review
The company’s voluntary and binding Code of Ethics shows its commitment to following high ethical and professional standards when discharging its duties to clients, with non-compliant staff open to disciplinary action.
Proven Track Record
Pearson Jones prides itself on being amongst the first recipients of the prestigious Chartered Financial Planners title, conferred by the Chartered Insurance Institute (CII); an honor bestowed to organisations that have a proven track record of embracing the high standards set out by the Institute, and held by only around 600 UK firms in the financial advisory sector.
The firm was also recognised for its skills in the trust management, trust investment advice, and individual inheritance tax planning areas by winning the ‘IFA Team of the Year 2009/10’ award in the Society of Trust and Estate Practitioners (STEP) Private Client Awards.
Pearson Jones has also been acknowledged by the industry for its excellent client care, clear advice, and exceptional staff qualifications through conference of the award of New Model Adviser of the Year 2011 for the North of England.
In early 2015, Standard Life acquired and integrated Pearson Jones into its fold, giving the larger corporation access to nearly £1.1 billion in client assets, and enabling Pearson Jones’ 102 staff, including 39 advisers, access to a wealth of Standard Life’s technologies and tools to better service clients.
Pearson Jones Review – Team Members:
- Michael Beese, Tax & Trust Consultant, Leeds
- James Corcoran, Financial Planning Consultant & Chartered Financial Planner, Reading Office
- Graham Davis, Risk Benefit Consultant, Leeds
- Neal Dewson, Financial Planning Consultant, Reading
- Jeremy Dunne, Finance Director, Leeds
- Richard Farmer, Tax & Trust Consultant, Leeds
- …and many more
Image Source: Pearson Jones
Pearson Jones Reviews – Services:
- Wealth Management
- Investment Expertise
- Employee Benefits
- Tax and Trusts
Pearson Jones’ Address Information:
- Clayton Wood Close, West Park Ring Road, Leeds, LS16 6QE
To Contact Pearson Jones:
- Telephone: 0113 228 0900
- Email Pearson Jones
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