PEARSON JONES PLC - YORK

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PEARSON JONES PLC - YORK

Short profile:

Opening hours: 9.00am - 5.00pm. location map 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.

Detailed description:

Pearson Jones plc 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. The success of Pearson Jones has been built on three simple maxims developed over nearly 40 years of business experience: integrity, professionalism and complete impartiality. We offer high quality service to assist our clients over the long term; we focus on delivering financial planning strategies that fulfil their requirements. These principles have helped us to retain a high degree of loyalty from our clients and accountants and solicitors with whom we work. 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.

Keywords:

mortgage advice fees, commercial facilities, administration, pension consulting, full communication material, trustee training, investment advice, personal taxation, advisory staff, specialist, administrative support, high focus, inheritance tax planning, drafting of wills, remortgage