Our Service Commitment to You
Pearson Jones’ service commitment to you is for the long-term and focuses entirely on maintaining and improving your net wealth. Our process involves arranging your money to maximise investment returns (within the risk tolerances we agree) and minimise the effects of all forms of taxation and charges. All this is delivered at an agreed price which is confirmed at the outset of the relationship.
We agree a financial plan for clients which we then deliver, review and monitor over time pro-actively. The plan confirms your objectives and how these will be achieved. We then arrange your investments in the best possible way to achieve your plan.
Finally, we agree a monitoring process with you which involves regular reviews. These are essential to ensure that your financial arrangements remain on track.
For further details, please ask for a copy of our Wealth Management Service document.