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.
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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.
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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.
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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.
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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 specialises 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 specialises in Long Term Care planning.
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Terry Jones
Financial Adviser
Terry was a partner in an IFA firm for many years before joining Pearson’s. He prides himself on offering his clients a very high level of service, making sure clients’ aims and objectives are met.
Terry Jones
Financial Adviser
Terry was a partner in an IFA firm for many years before joining Pearson’s. He prides himself on offering his clients a very high level of service, making sure clients’ aims and objectives are met.
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Phil Burrows
Financial Adviser
Having initially started his career as a mortgage consultant, Phil now concentrates on the “at retirement” market, tax efficient investments and IHT mitigation.
Phil Burrows
Financial Adviser
Having initially started his career as a mortgage consultant, Phil now concentrates on the “at retirement” market, tax efficient investments and IHT mitigation.
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Elaine Moss
Office Manager
Elaine joined Pearson’s in January 2007 as a part time administrator and progressed to the role of full time Office Manager.
Elaine Moss
Office Manager
Elaine joined Pearson’s in January 2007 as a part time administrator and progressed to the role of full time Office Manager.
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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.
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.
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Emily King
Administrator
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 is working towards becoming a senior administrator.
Emily King
Administrator
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 is working towards becoming a senior administrator.
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Ashma Begum
Senior Administrator
Ashma has recently joined Pearson Wealth Management in May 2018. She has a degree in Business with Law from the University of Greenwich, and has completed her Diploma in Regulated Financial Planning.
Ashma Begum
Senior Administrator
Ashma has recently joined Pearson Wealth Management in May 2018. She has a degree in Business with Law from the University of Greenwich, and has completed her Diploma in Regulated Financial Planning.
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Marie Bashford
Senior Administrator
Marie joined Pearson Wealth Management in July 2016 as an Administrator to run the Witham office. She had worked for the same IFA practice since she left school and has almost 30 years’ experience in the financial services industry.
Marie Bashford
Senior Administrator
Marie joined Pearson Wealth Management in July 2016 as an Administrator to run the Witham office. She had worked for the same IFA practice since she left school and has almost 30 years’ experience in the financial services industry.
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Teri Clark
Administrator
Teri joined our Admin in 2017 and works part time in the Witham office. She has worked in a variety of admin/secretarial roles since 1997 and comes to us following several years off raising a family.
Teri Clark
Administrator
Teri joined our Admin in 2017 and works part time in the Witham office. She has worked in a variety of admin/secretarial roles since 1997 and comes to us following several years off raising a family.
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Ross Emsden
Junior Administrator
Ross joined Pearson Wealth Management in August 2017 and is working towards completing his NVQ in Administration. He has a level 3 diploma in ICT & Games Design and can often be found working on a spreadsheet.
Ross Emsden
Junior Administrator
Ross joined Pearson Wealth Management in August 2017 and is working towards completing his NVQ in Administration. He has a level 3 diploma in ICT & Games Design and can often be found working on a spreadsheet.
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Chelsea Langdown
Administrator
Chelsea recently joined Pearson Wealth Management in January 2019, after working in the financial services industry for 6 years.
Chelsea Langdown
Administrator
Chelsea recently joined Pearson Wealth Management in January 2019, after working in the financial services industry for 6 years.
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
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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.”
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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.”
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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.”
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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.”
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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.”
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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”
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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.”
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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.”
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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
