Pearson Solicitors & Financial Advisers LLP

Independent Financial Adviser  Albion House, Oldham, Greater manchester, OL1 1RD
First meeting at adviser's own cost
As financial advisors, we use our skills to tailor the right investment strategy to make the most of your assets.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Jonathan Beardmore
IFA
Richard Eastwood DipPFS
Partner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses the candidate to develop an understanding of the financial planning process when giving advice to clients.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of the: legal principles associated with the creation and management of a trust; main types of trusts that are common in the UK; taxation considerations relevant to trusts.

Simon Taylor PFS
Pension Adviser

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

What our clients say
I came to invest money at Pearsons because of the quality of service I received. I got the advice and service that suited me the best without any problems and would recommend you for the friendly and uncomplicated advice without undue pressure.
Anthony Brown, Royton
I possess a small pension pot which has taken 26 years to accrue, the approach of Mr Taylor was professional and refreshingly honest, with no hidden agenda, integrity seemed to be the keyword.
Anonymous, Oldham
Mr Simon Taylor is pleasant, informative and friendly and does not seek to fob one off. A true professional which is most refreshing and unique.
Rev’d Topp, Manchester
Sound Financial Advice.
Anonymous, Oldham
I recently dealt with Pearson Solicitors and had no hesitation in seeking Financial Advice. I was not disappointed, the advice was clear and I was in control of the decision making. As my investment is reviewed on a regular basis my monies are in ‘safe hands’ and I would recommend your services.
Anonymous, Oldham
It was very easy to develop a relationship with the financial team at Pearsons and they were very helpful and friendly throughout.
Anonymous, Oldham
After several years of attempting to assemble and manage a small amount of savings I was finding the process increasingly complicated and frustrating, a small legacy prompted me to seek financial advice. I attended one of your seminars and was impressed with the no-nonsense, no pressure friendly approach. As a consequence I have appointed Jonathan Beardmore as my financial adviser, he has brought sense and clarity to the portfolio making my life much simpler.
Mrs Katherine Dibbs, West Yorks.
About us

Founded in 1990, the financial service department of Pearson Solicitors and Financial Advisers LLP, is a team of seasoned Independent Financial Advisers (IFAs) dedicated to providing private individuals and companies with unbiased expert financial advice, strategies and investment management for long-term growth.

Part of the larger Pearson Solicitors and Financial Advisers LLP, the law firm was established in 1982, but dates back to 1874. The Pearson (formerly Pearson Hinchliffe) name is recognised throughout the Greater Manchester area, as the firm has offices in Manchester, Oldham and Hollinwood.

Our services

Pearson Wealth provides bespoke personal financial advice and wealth management for a diverse range of clients.

Our clients are typically business owners, executives and professionals and also receivers of wealth, such as inheritors, divorcees, widows and retirees. We also advise the recipients of personal injury compensation and medical negligence awards.

We are a team of experienced, skilled, and highly-regarded independent financial advisers whose emphasis is on building strong, long-lasting relationships with clients.

Our expertise spans all areas of financial planning, but particularly pensions, investments and portfolio management.

Where to find us

Albion House, 31 Queen Street, Oldham, Lancashire, OL1 1RD

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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