About us

At Pearson Financial Wellbeing we provide a dedicated personal service to all our clients helping them create a firm foundation in meeting their financial objectives so they can look to the future with confidence and understanding. We aim to give our clients trust in their financial plans and give them assurance that we will continue to be there for them as their circumstances change.

With 40 years combined industry experience we strive to provide the highest levels of service possible to a wide range of clients. Our clients currently consist of newly born children to people over the age of 90 and everyone in between. Although the majority of our clients are in Yorkshire, we also operate in all parts of the country and in some situations overseas.