Philip Pearson
I joined the financial services sector in 1989 following a 14 year military career. I have a wide range of financial experience including 11 years working as an Independent Financial Adviser before setting up my own business with my wife Ann and two daughters Samantha and Rebecca in 2005.
I then joined the Reflect Financial team in the Summer of 2020, offering expert advice in a range of areas including Pension, Savings, Investment and Inheritance Tax planning. I also run over 20 bespoke pre-retirement courses per year to various Police Forces, Federations and Associations. Outside of work I enjoy spending time with family and cycling. I am also a member of the Chester Road Club.
The levels and bases of taxation and reliefs from taxation can change at any time and are dependent on individual circumstances.
About
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
