Pearson Jones have been recognised as one of the ‘leading lights’ in the Wealth Management/Independent Financial Advice arena again, having been shortlisted for the ‘New Model Adviser of the Year 2012 Award in the North of England’ for the second year running. Pearson Jones won the award in 2011, which was a fantastic achievement given [...]
In my April 2011 commentary, I commented that little had changed from our previous views. We continue to see high volatility in equity markets, low interest rates, robust corporate profits and value in equity markets. We now also see daily news flows about concerns for the Eurozone with Ireland, Portugal, Greece and now Italy suffering [...]
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 [...]
This article provides our understanding of the Government Actuary’s Department (GAD) new rates. We feel this a major challenge that should be highlighted to those clients with pension investments that may be affected – with a view that advice and planning accordingly would be beneficial. If you would like to discuss this with Pearson Jones, [...]
The sharp falls that we have experienced in global stock markets over the last few weeks are understandably unsettling for investors. However, since there has been no new or surprising news, the falls essentially amount to panic around the existing issues of weak economic growth in the developed nations and the sovereign debt issues in [...]
Pearson Jones provides bespoke advice to individual clients. This involves face-to-face meetings with your advisers. On occasions, market conditions result in situations arising where it is not practical for advisers to speak to clients on an individual basis; hence this news alert. National Savings and Investments (NS&I) NS&I recently re-launched Index-linked National Savings Certificates and [...]
Our Investment Director, Peter Heckingbottom, provides up-to-date comment on financial markets and investment issues/strategy. In my September 2010 review, I noted that: stock market volatility in 2010 had been high interest rates were remaining low despite some members of the Monetary Policy Committee (MPC) indicating that they would like to see rate rises corporate profits [...]
This short note is intended to provide an introduction to new clients of the Pearson Jones Investment Process. It may also be of interest to existing clients to review in more detail how we select investments and then monitor them on an ongoing basis. Our Core Investment Philosophy We are conservative investors. We do not [...]
Important Forthcoming Changes To Pensions Prepared by James D Jones-Tinsley, Pensions Technical Manager The Coalition Government has unveiled a raft of proposed changes to UK pension law, since first coming to power in May 2010. On 9 December 2010, a significant number of draft clauses were issued. The proposed changes affect two key areas of [...]
Peter Heckingbottom, Investment Director, provides comment on “Exposure to the Eurozone” Pearson Jones plc frequently reviews the impact of economic, political and market conditions on investments which we manage for our clients. The outcome of these reviews is seldom communicated direct with clients proactively. On this occasion, we thought we should share these views with [...]
