Richard Pearson
Chartered Financial Planner
Richard joined the Financial Services sector in 1991 after a successful career in the Manufacturing Industry. In 2006 he was invited to join St. James's Place. He prides himself on knowing that he always does the best for his clients and puts them at the forefront of his business.
Richard is very well qualified within the wealth management sector and was one of the first Chartered Financial Planners.
Specialising in Retirement Planning for individuals and companies, Investments and Inheritance Tax provision, Richard also works alongside specialists in other areas such as mortgages and business protection.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than the amount invested.
About
Pearson Financial Wellbeing is Senior Partner Practice of St. James's Place, a Wealth Management Company who are able to deliver exceptional service with access to market leading research and world leading fund managers.
We understand the importance of face to face advice and offer the benefit of a single relationship for all of your financial planning needs. We aim to provide the best possible service to our clients by:
Providing personal face-to-face advice
Reviewing your financial affairs regularly
Effectively managing your investments via the distinctive approach of St. James's Place
Keeping you up to date with latest news and regulatory changes that may affect you
Ensuring that our dealings with you are sensitive to your needs
Always putting our clients at the forefront of our business
We look forward to welcoming you to Pearson Financial Wellbeing and developing a long lasting relationship.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
