Another top professional award for Pearson Jones plc

October 6, 2011

Pearson Jones plc has become New Model Adviser® of The Year 2011 for the North of England – one of eight winners across the UK –

in the awards run by London-based financial publisher Citywire.

The award was open to the 6,000 professional readership of Citywire’s New Model Adviser® publication who completed an in-depth survey of Independent Financial Advisers who were judged on their professional qualifications, proportion of money they earn as recurring fee-based income and its growth as part of their earnings. Shortlisted firms were interviewed on these and other factors including client education, communication and use of technology (Source: Citywire 2010).

Pearson Jones plc’s Wealth Management Director, John Metcalf, says: “This latest award is further evidence that Pearson Jones plc is becoming recognised among professionals as one of the top wealth management businesses in the UK. It is further confirmation that we provide excellent advice and that this is why we are bucking the trend by growing our number of clients throughout our office network.”

Pearson Jones plc, which also has offices in York, Sheffield, Bishop Auckland and Reading, employing 123 staff, was International IFA Team of The Year 2009/2010 in the Society of Trust and Estate Practitioners (STEP) Awards.

Pearson Jones plc offers wealth management, pensions & employee benefits, tax & trust planning and mortgage advice, and has total funds under management of more than £1.8bn. (Source: Pearson Jones plc). We are one of only 304 IFA businesses – about one per cent – in the UK to be accredited Chartered Financial Planners by the Chartered Insurance Institute (Source: CII 2010).