Pearson Wealth Management

Pearson Wealth Management offers financial advice tailored to individual needs. Established in 2005, the firm focuses on holistic financial planning, helping clients understand their options and achieve their financial goals.
  • Tax planning
  • Retirement planning
  • Protection services
  • Investment management
  • Long term care advice
  • Ongoing review service
Size
Small
Phone
N/A
Website
pearsonwm.co.uk
Email
N/A
Digital Popularity
Social Media
Company Details
Pearson Wealth Management is operated by Pearson Wealth Management Ltd and is a Active company incorporated on 23 August 2018 with the registered office located in Saxmundham, Suffolk. Pearson Wealth Management Ltd was registered 7 years ago.
Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
18
Turnover
Unreported
Total Assets
£388.03K
Cash in Bank
£54.85K
Total Liabilities
-£243.67K
Adrian John Keith
Director • British • Lives in England • Born in Dec 1962
Suzanne Pyne
Director • British • Lives in UK • Born in Jun 1972
Bohannan Holdings Ltd
PSC
More information on Pearson Wealth Management Ltd
Teams
All
2
Wealth Management
1
Support
1
Tracey Bailey
Administrative Assistant • Joined Mar 2022
Nico Williams Ba (Hons), APFS
Chartered Financial Planner • Joined Aug 2022
Nico Williams Ba (Hons), APFS
Chartered Financial Planner • Joined Aug 2022
Tracey Bailey
Administrative Assistant • Joined Mar 2022