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.
Meet the Advisers
Our Advisers hold a minimum of Diploma Level Four and are able to advise on all aspects of holistic financial planning. They each have their own specialist areas which we believe brings balance and excellence to our advice process.
-
Suzanne Pyne
Director
Suzanne set up the company in 2005 with Adrian Keith. She is the Pension Specialist for Pearson’s but alongside retirement planning, she also advises clients on investments, tax planning and protection.
Suzanne Pyne
Director
Suzanne set up the company in 2005 with Adrian Keith. She is the Pension Specialist for Pearson’s but alongside retirement planning, she also advises clients on investments, tax planning and protection.
-
Adrian Keith
Director
Adrian, alongside being a director, is the Investment Specialist for the company, responsible for the building, monitoring and altering of the investment portfolios.
Adrian Keith
Director
Adrian, alongside being a director, is the Investment Specialist for the company, responsible for the building, monitoring and altering of the investment portfolios.
-
Trevor Shave
Financial Adviser
Trevor has been providing tailored financial solutions for individual, family and corporate clients for over 30 years. His experience comes from advising for National Banks and Insurance Companies, before becoming an Independent Financial Adviser.
Trevor Shave
Financial Adviser
Trevor has been providing tailored financial solutions for individual, family and corporate clients for over 30 years. His experience comes from advising for National Banks and Insurance Companies, before becoming an Independent Financial Adviser.
-
Sue Hodge
Financial Adviser
Sue has worked in the financial services industry since 1980 and has now been an Independent Financial Adviser for over 20 years. Sue is an investment and pension adviser and also a specialist in Long Term Care planning.
Sue Hodge
Financial Adviser
Sue has worked in the financial services industry since 1980 and has now been an Independent Financial Adviser for over 20 years. Sue is an investment and pension adviser and also a specialist in Long Term Care planning.
-
Nico Williams
Financial Adviser
Nico is a Chartered Financial Planner who has been working within the financial advice industry since 2011. He provides financial advice on areas such as pensions, investments, protection and tax planning as part of a holistic financial planning approach, for individuals, directors and corporate clients. Nico has been awarded the Vouchedfor Top Rated Adviser for the last three years.
Nico Williams
Financial Adviser
Nico is a Chartered Financial Planner who has been working within the financial advice industry since 2011. He provides financial advice on areas such as pensions, investments, protection and tax planning as part of a holistic financial planning approach, for individuals, directors and corporate clients. Nico has been awarded the Vouchedfor Top Rated Adviser for the last three years.
-
Paul Drew
Financial Adviser
Paul has been working in the financial services industry since 1979 and became a fully qualified Financial Adviser in 1987 . Paul had previously owned his own company specialising in pensions, investments & equity release and joined Pearson’s in 2019 bringing with him a wealth of knowledge and experience of the investment industry.
Paul Drew
Financial Adviser
Paul has been working in the financial services industry since 1979 and became a fully qualified Financial Adviser in 1987 . Paul had previously owned his own company specialising in pensions, investments & equity release and joined Pearson’s in 2019 bringing with him a wealth of knowledge and experience of the investment industry.
-
Elaine Moss
Facilities Manager and Administration
Elaine joined Pearson’s in January 2007 as a part time administrator, over the years her job has progressed to also encompass the role of facilities Manager.
Elaine Moss
Facilities Manager and Administration
Elaine joined Pearson’s in January 2007 as a part time administrator, over the years her job has progressed to also encompass the role of facilities Manager.
-
Hazel Harvey
Investment Analyst
Hazel has a degree in Fine Art and joined Pearson’s in 2009 as a part time administrator. She progressed to the role of Investment Analyst and is studying for her investment exams. She has recently passed the CFA Certificate in ESG investing.
Hazel Harvey
Investment Analyst
Hazel has a degree in Fine Art and joined Pearson’s in 2009 as a part time administrator. She progressed to the role of Investment Analyst and is studying for her investment exams. She has recently passed the CFA Certificate in ESG investing.
-
Emily King
Business and Admin Manager
Emily joined Pearson Wealth Management in 2016, after completing a degree in child development at Suffolk University. Emily decided on a change of career path away from Primary School Teaching, and has worked her way up through the company from an Office Junior to Business and Admin Manager.
Emily King
Business and Admin Manager
Emily joined Pearson Wealth Management in 2016, after completing a degree in child development at Suffolk University. Emily decided on a change of career path away from Primary School Teaching, and has worked her way up through the company from an Office Junior to Business and Admin Manager.
-
Jakub Jakubowski
Junior Consultant
Jakub joined Pearson's in November 2020 and brought with him 2 years’ experience in the financial services industry. He has been working hard to expand his knowledge to cover all aspects of the financial industry and is sucessfully completing his exams, working towards becoming an independent financial adviser in the very near future.
Jakub Jakubowski
Junior Consultant
Jakub joined Pearson's in November 2020 and brought with him 2 years’ experience in the financial services industry. He has been working hard to expand his knowledge to cover all aspects of the financial industry and is sucessfully completing his exams, working towards becoming an independent financial adviser in the very near future.
-
John Thompson
Administrator
John joined our Administration Team in December 2021 and works full time in our Tuddenham office, he has 28 years’ experience in HR/Payroll within the retail sector and is keen to learn new skills.
John Thompson
Administrator
John joined our Administration Team in December 2021 and works full time in our Tuddenham office, he has 28 years’ experience in HR/Payroll within the retail sector and is keen to learn new skills.
-
Charlie Howlett
Administrator
Charlie joined Pearson’s in January 2022 and has 3 years’ of experience in insurance, which he gained whilst studying for his Degree in accounting and finance at university. He is keen to start studying for his exams and work towards becoming an independent financial adviser in the near future
Charlie Howlett
Administrator
Charlie joined Pearson’s in January 2022 and has 3 years’ of experience in insurance, which he gained whilst studying for his Degree in accounting and finance at university. He is keen to start studying for his exams and work towards becoming an independent financial adviser in the near future
-
Justine Watson
Administrator
Justine has worked in the Banking/Financial Services Industry for over 33 years’ and joined our Administration Team in March 2022 working full time in our Tuddenham office
Justine Watson
Administrator
Justine has worked in the Banking/Financial Services Industry for over 33 years’ and joined our Administration Team in March 2022 working full time in our Tuddenham office
-
Tracey Bailey
Administrator
Tracey joined our Administration Team in March 2022 and works part time in our Chelmsford Office, she brings with her 33 years’ experience in Motor Insurance Industry.
Tracey Bailey
Administrator
Tracey joined our Administration Team in March 2022 and works part time in our Chelmsford Office, she brings with her 33 years’ experience in Motor Insurance Industry.
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.
Testimonials
-
Mr and Mrs C from Suffolk
“We are in the fortunate situation of having substantial savings and a good ‘pension pot’. With our very risk averse attitude, low interest rates and cash bonds maturing we needed a sensible way to reinvest our funds. We’re very happy with the helpful and friendly service we receive from Suzanne and Matt, and of course Suzanne’s fellow director Adrian who reviews Pearson’s investment funds on a regular basis. We wouldn’t hesitate to recommend Pearson Wealth Management.”
-
Mr and Mrs C from Norfolk
“Mrs Sue Hodge has been our financial adviser for approximately 14 years. In that time, she has guided our financial lives excellently.
It has been her sensible, professional advice that has helped us to have a comfortable retirement.”
-
Mr and Mrs J from Holland on Sea
“When I retired in June 2011, I had a final salary pension as well as a small pension pot which I was advised I had to buy an annuity with but the rates were very low. My husband and I have been very pleased with the friendly financial advice that Suzanne & Matt have provided us over the last two years on behalf of Pearson Wealth Management and they are always willing to go over things that we do not understand.”
-
Mr F and Mrs P from Sudbury
“From our very first contact with Pearson’s, we have found them to be both professional and friendly, giving precise and understandable advice so that we have been able to make informed choices in respect of our financial future. We have, and will continue to, recommend them to others.”
-
Mr G from from Saxmundham
“I first contacted Pearson’s in early 2008 following a recommendation from some of their current clients. I found Suzanne very helpful and professional especially when my personal circumstances altered shortly after becoming a client. Suzanne is always willing to discuss my ideas as well either in a home visit or over the phone.”
-
Mrs D from Bungay
“I find Sue to be a very competent person to advise me on financial matters. She is utterly professional and has helped me so much at a really difficult time. Besides which, she is a lovely person – so thank you for everything”
-
Mrs G from Fakenham
“I would be very happy to recommend Sue Hodge to anybody as a personal financial adviser. She has a reassuring, calm personality in times of money problems and I value her expert knowledge and advice. She keeps me well informed on my personal money situation and I can trust her implicitly.”
-
Mrs M from Bury St Edmunds
“I have found PearsonWealth Management Ltd to be professional, polite and courteous. They have given me good advice regarding my personal financial investments.”
-
Mrs N from Felixstowe
“Although Pearson Financial Consultants had only taken my husband’s portfolio on, a few months before his sudden death, as soon as they heard the news, Suzanne Pyne made contact…The professional and efficient manner led me to conclude that I would be very happy for the company to manage my investments. Twelve months on I continue to be reassured that I made the right decision. I also now have a better understanding of the world of finance and investments, thanks to Suzanne and don’t feel that the subject is no-go area for the novice.”
Companies we work with
