Meet The Team

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.

Although a lot of Suzanne’s time is taken up running the business, she most enjoys being an IFA and helping her clients.

She is also a trustee of Together with Kenya (UK) a charity that Pearson’s supports that provides schooling for underprivileged Massai children. 

Out of work, Suzanne has two Irish Setters, Freya and Lola who love long walks along the beach and visiting the pub.  She loves to travel, all over the world, but particularly enjoys visiting different Caribbean islands.

Adrian, alongside being a director, is the Investment Specialist for the company, responsible for the building, monitoring and altering of the investment portfolios.

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 Administration Manager.

Outside of work, Emily enjoys quality time with her husband, their cocker spaniel Bella, and the rest of the family. She loves baking sweet treats and has a lifelong passion for all things Disney.

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 a passion for sustainability and has passed the CFA Certificate in Sustainable investing.

Hazel is also a qualified yoga teacher and outside work she enjoys sharing the benefits of yoga with colleagues and friends, as well as Art and good vegetarian food.

Trevor has been providing tailored financial solutions for individual, family and corporate clients since 1987.  His experience comes from advising for National Banks and Insurance Companies, before becoming an Independent Financial Adviser.

Outside of work Trevor has been a season ticket holder for Ipswich Town for many years and can be seen weekends travelling up and down the country supporting the Super Blues!

He has a collection of 1960s/1970s classic Lambretta and Vespa scooters, but feels he does not allocate enough time to ride these as much as he would like.

Sue has worked in the financial services industry since 1980 and has been an Independent Financial Adviser for the last 30 years. She joined Pearson in 2012.

She has enjoyed working with many of her clients and their families over the longer term. Sue lives on the Norfolk/Suffolk border and has clients in both counties.

She enjoys travel and exploring different cultures, Pilates and supporting Norwich City. She is also an avid reader and a lover of the arts.

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 five years.

Outside of work Nico is married to Annika, and they have two young daughters, and a dachshund named Pablo. Having hung up his football boots a couple of years ago, Nico now enjoys spending his weekends playing golf.

Jakub joined Pearson’s in November 2020 and brought with him a 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 has successfully completed his exams, he has recently qualified as an independent 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.

Charlie joined Pearson’s in January 2022 and brought with him 3 years’ of experience in insurance, which he gained whilst studying for his Degree in accounting and finance at university.

He is studying for his exams and working towards becoming an Independent financial adviser in the near future.

Outside of work he enjoys going to the gym and playing football, he recently captained his team at Portman Road

John joined our Administration Team in December 2021, he has 28 years’ experience in HR/Payroll within the retail sector and has learned many new skills whilst with us.

Outside of work John is a keen Ipswich Town supporter, and enjoys playing outside bowls in the summer months, and golf with his son.

He also loves going for long walks with a pub at the end for a well earned cold San Miguel.

Following over 30 years in the Motor Industry, Tracey joined our Essex based Admin team in 2022. Having made regular visits to the Head office in Suffolk she loved it so much she made a permanent work and home relocation to Suffolk in 2023.

When not in the office Tracey enjoys daily walks on the Felixstowe Coast, weekend trips away in Bert the motorhome with her husband and dog, and holidaying on Ocean cruises whenever the opportunity arises.

Alice joined our Admin team in July 2024, after deciding to have a career change, previously working in the Care Sector. 

Originally from the north of England, Julie began her career at Manchester Airport working with the German carrier Lufthansa in the cargo division transporting all manner of commodities worldwide from Rolls Royce cars to polo ponies.  Following a move to Suffolk, She adapted to work in software for a tech company in Cambridge where the main client base was in the West Coast USA.

Since 2014 she has worked in the financial services industry and is part way through studying for her CII diploma.  As well as enjoying the technical aspects of the job, she enjoys the insight it gives her into life in general and the outcomes of managing finances in the best possible way.

For fun Julie enjoys walks with her two sausage dogs especially on the local beaches.  She has fully renovated an old Suffolk agricultural barn which was derelict until 2021 and is now her home… at least until she sees another project.

Elizabeth joined the company in July 2025. She previously spent 2 and a half years working for a financial third-party administrator where she worked performing customer service on behalf of many different fund management companies. Whilst in this role she gained the CISI qualification Introduction to Securities & Investments and intends to continue in her studies of the financial sector.

Outside of work Elizabeth enjoys spending her evenings crafting, often working on projects in cross stitch and crotchet. She also enjoys playing musical instruments and going to the theatre.