Pearson Financial

We are so grateful for another glowing customer recommendation on Trust Pilot 😀

https://www.bbc.co.uk/news/business-59682521

Bank of England raises interest rates to 0.25% Policymakers increase rates from their historic low despite fears that Omicron could slow the economy.

If your current mortgage deal is up in the next 6 months we’d love to help.

Is your current mortgage deal due to expire in the next 6 months? Let’s chat 💬

Thanks so much for the recommendation!

Should I purchase my investment property in my own name or via a limited company?
https://bit.ly/3p0w08e

"The dog ate my new home card!" 😆

You've heard of "the dog ate my homework", but have you heard of this one? 🏡🐶

We always send clients a card at the end of the moving home process, but it looks like Enzo got to this one before his owners could. 😉

Thank you so much to our client, Chinyere, for sending us this photo - we're glad Enzo enjoyed the card, and it's great to see you settled in your new home. 👏🏾

Pearson Financial is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised by the Financial Conduct Authority).

Could you benefit from the governments 95% mortgage scheme? Short blog post here on my website .. .. .. https://bit.ly/3hojDAm

We have had so many kind comments about the photos we use to promote the business. So time to give a huge thanks to James Andrew https://www.jamesandrewphotography.co.uk/ James is an old friend of ours who we think the world of, and is a super talented photographer! Whilst he is usually busy with weddings also loves taking on other assignments like our corporate shots and family portraits. Thanks so much for the images you made us James, we couldn't be happier with the results! (even a small cameo from Mr P on one of the shots lol!)

One thing we always get great feedback from is how responsive and quick to respond we are with our mortgage service.

www.pearson-financial.co.uk

Welcome to financial advice that's...

✔ jargon free
✔ for all circumstances
✔ committed to your wellbeing
✔ refreshingly accessible

..Welcome to Pearson Financial. 😊

Are you ready to take control of your finances? Book a no obligation consultation today:
📩 [email protected]

Pearson Financial is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised by the Financial Conduct Authority).

What does a financial adviser actually do? 🤔

You've read my advice and tips, but you may be curious about what kind of hands-on work I do for clients each month. 👀

Financial advice can sometimes feel a little abstract, but each week I help real people with real questions and real goals. Here's a round up of the past few weeks...

The last month has been mortgage heavy. I've helped clients with all sorts of mortgages for different situations, from securing mortgage products for first time landlords that want to let on a multiple occupancy basis, to helping applicants with some blips on their credit report find a lender at the best possible rate. 📊

My favourite has been working with a client who wants to raise capital on her main residence with the intention of letting her flat - she was after advice on the implications of gifting or selling her main residence to a limited company. 🏡 The client also wanted to explore the most tax efficient way to structure her growing property portfolio, taking into consideration how she can pass her estate on to her daughter, again in the most tax efficient way possible. 🧮

Things can get very expensive if you don’t consider all the tax implications with tricky transactions like this one. Complex cases such as this normally involve consulting with...

✔️solicitors
✔️accountants
✔️estate planners

..on your behalf, to ensure you are not having to run around and find the professionals separately!

A financial adviser can make daunting tasks like this much less stressful, and help you make decisions that will work well long term. 🌎

And on a personal level, I find the work I do with all my clients immensely fulfilling. It's very rewarding to help people take control of their finances and make the very most of their situation. 😊

Interested in being one of the clients I help over the next few weeks? Let's chat! 💬 Send me a message today.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Taxation rules can change at any time and are dependant on individual circumstances.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.

Pearson Financial is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised by the Financial Conduct Authority).