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Pearson Jones employs over 100 staff across 4 offices in Leeds, Bishop Auckland, Sheffield and York. We have more than 35 advisory staff with the remainder providing specialist administrative support. The high ratio of support staff to advisers indicates the high focus our business places on ongoing service to its clients.

Pearson Jones is one of the largest firms of Independent Financial Advisers in Northern England. We are dedicated to providing bespoke advice to High Net Worth individuals, Corporates and Trustees. We are very proud to have been awarded the accreditation of Chartered Financial Planners by our professional body, the Chartered Insurance Institute. This demonstrates our adherence to the highest standards of professional practice and is currently only held by a very small percentage of IFA businesses.

Our approach to wealth management is based on a thorough understanding of the aims and aspirations of our clients, followed by the construction of broadly-spread investment portfolios with ongoing advice on a regular, proactive basis.

Whether funds are held privately, within the framework of a trust or within a pension scheme, genuine wealth management represents an ongoing ‘partnership’ between our clients and Pearson Jones plc. That partnership aims to ensure that the needs of our clients are met by the expertise of our wealth management team via the appropriate investment strategy.

Jones’ Tax & Trust Department consists of a number of highly qualified and experienced individuals, giving us a wealth of technical knowledge and experience in all areas of taxation and trust planning which is largely unrivalled elsewhere in the industry.

In a rapidly changing world the new challenge is to manage wealth in keeping with changing life circumstances. This includes the use of sound tax, trust and estate planning to secure prosperity for both yourself and your family.