PEARSON WEALTH MANAGEMENT - Key Persons
Adrian, alongside being a director, is the Investment Specialist for the company, responsible for the building, monitoring and altering of the investment portfolios.
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
Elaine joined Pearson's in January 2007 as a part time administrator and progressed to the role of full time Office Manager.
Job Titles:
- Team Leader - 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 has worked her way up through the company from an Office Junior to Team Leader
Gavin has worked in the financial services industry for over 24 years and been an independent financial adviser for the last 10 years. His main area of expertise are retirement planning, investments and protection.
Georgia joined the company in September 2020 as an Administrator and brings 7 years' worth of administration experience with her. Having worked in the Financial Services industry for four years, she is now looking to become diploma qualified.
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.
Jakub joined Pearson's in November 2020 and has 2 years' experience in the financial services industry. He is keen to expand his knowledge to cover all aspects of the financial industry and is completing his exams, working towards becoming an independent financial adviser in the near future.
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.
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
Job Titles:
- Financial Adviser
- Chartered Financial Planner
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 two years.
Having initially started his career as a mortgage consultant, Phil now concentrates on the "at retirement" market, tax efficient investments and IHT mitigation.
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.
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.
Teri joined our Admin in 2017 and works part time in the Broomfield office. She has worked in a variety of admin/secretarial roles since 1997 and comes to us following several years off raising a family.
Tracey joined our Administration Team in March 2022 and works part time in our Broomfield Office, she brings with her 33 years' experience in Motor Insurance Industry.
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.