Society of Trust and Estate Practitioners (STEP) Awards – 13 October 2009
International IFA Team of The Year 2009/2010
YORKSHIRE IFA PEARSON JONES SCOOPS TOP INTERNATIONAL AWARD
TOP TEAM: The Pearson Jones plc team which collected the STEP award are (L to R):
Investment Director & Deputy Managing Director, Peter Heckingbottom; Tax & Trust Department Manager, Jonathan Lee;
Wealth Management Director, John Metcalf.
Pearson Jones are delighted to announce that they have won the prestigious award, ‘International IFA Team of The Year 2009/2010’ in the Society of Trust and Estate Practitioners (STEP) Private Client Awards.
STEP is an international body of 14,500 solicitors, accountants, barristers and other professionals specialising in the trust and estate planning market.
The award followed an assessment process where entering firms were considered on their expertise in developing investment strategies, trust management and investment advice to trustees. The award also considered firms’ effectiveness in helping individual clients develop plans to mitigate inheritance tax.
Our Managing Director, Tim Johnson, said: “We are absolutely delighted to receive this prestigious award from an international organisation of highly-regarded, specialist professionals. It has never been more important for trustees to seek advice from qualified organisations. We have extensive experience in advising trustees on their strategies and investments and this award is independent confirmation of our key strengths. Individual clients need to focus on estate planning in the management of their wealth and this award also confirms our expertise in this vital area.”
Pearson Jones have 43 advisers and a £7.8m turnover. We were founded in 1972 and advise more than 2,000 private clients and 500 businesses with total funds under management of more than £1bn. We have offices in Leeds, York, Sheffield and Bishop Auckland, and are one of only 241 IFA businesses – less than one per cent - in the UK to be accredited Chartered Financial Planners by the Chartered Insurance Institute.