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Head office

Wherstead Park, The Street

Wherstead, Ipswich


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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.

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.


Companies we work with

We hope this will be just the beginning of a successful relationship