About Us

Financial advice needn’t be daunting. We take as much time as you need to explain your options and aim to make things easy to understand.

Who We Are

Pearson Financial Consultants Ltd was formed in 2005 and in 2018 we re-branded to Pearson Wealth Management Ltd to coincide with purchasing Stewart Wealth Management. We are independent financial advisers and work in partnership with our clients to help them on their financial journey.

We have a wide range of expertise amongst our advisers, covering all aspects of financial planning. With a marvellous team in the office, our clients can always reach out for support and assistance.

In the world today, filled with technology, we still strongly value spending time with our clients face to face and although we are based in Suffolk, we see clients from Scotland to Penzance.

Over the last 20 years, we have built our company from referrals via our existing clients and professional connections which we believe shows the level of service we offer our clients. We are all looking forward to celebrating our 20th year and look forward to working with our clients for many more.

Our Company Values

• Respect and Integrity: We uphold respect and integrity in all our actions, fostering trust and confidence in every relationship.
• Teamwork and Empathy: We value teamwork and empathy, ensuring a collaborative and supportive environment.
• Reliability and Accuracy: We are committed to being reliable and accurate, delivering results that consistently meet the highest standards.
• Holistic Perspective and Sense of Humour: We approach challenges with a holistic perspective, embracing creativity, innovation, and a sense of humour to inspire positive outcomes.

Committed to treating our customers fairly

At Pearson Wealth Management Ltd we are committed to offering our clients the highest possible standards of service. In doing so we are pleased to support the Financial Conduct Authority’s initiative ‘Treating Customers Fairly’.

Our commitment to you

We will:

Provide you with clear information about the products and services we offer, including fees and charges.
Ascertain your individual needs, preferences and circumstances before making a recommendation.
Only recommend a product/investment/pension we consider most appropriate for your circumstances and you can afford from the whole marketplace.
Not recommend a product/investment/pension if we can’t find one we consider suitable.
Encourage you to ask if there’s something you don’t understand.
Give you access to a formal complaints procedure should you become unhappy with our service.
Ensure adequate cover is maintained for your protection and explain how you are protected under the FSCS relating to a specific investment/pension/insurance contract.

How you can help us

To help us give you the most appropriate advice, we will ask you to:

Give us as much information as possible to enable us to properly assess your situation.
Let us know if there is any aspect of our service, or of a product we have discussed or recommended that you don’t understand.
Tell us if you think there are ways we can improve our service.
Occasionally complete a questionnaire in order to assess our ongoing service and ensure we are treating customers fairly, we would be grateful for your participation.

Working with you to provide financial advice you can trust.