Pearson Jones plc specialises in providing advice to private clients on personal investments, Inheritance Tax planning, pensions, mortgages and in-depth taxation and trust planning. For Corporate clients advice is focussed on Pension and Employee Benefits, corporate investments and taxation planning.
Peter Heckingbottom, Deputy Managing Director, who holds the individual Chartered Financial Planner title, says that securing Chartered Financial Planners status is a landmark for Pearson Jones: “We have always prided ourselves on being thoroughly professional in everything we do, and to receive external recognition in this way is very gratifying. As Chartered Financial Planners, we can signal our commitment to the highest levels of service both to our clients and to our professional connections.”
To date, less than 100 firms nationally have achieved Chartered status, indicating that this is a highly exclusive award reserved for the leading firms within the financial advice market.
For further information, contact Peter Heckingbottom on: 0113 228 0900
August 2007