Welcome to Pearson Financial Wellbeing

The team at Pearson Financial Wellbeing are able to provide wealth management solutions to individuals, business owners and corporate executives. We have over 40 years combined industry experience which helps us give our clients complete confidence in their financial plans and gives them assurance that we will continue to be there as circumstances change. We are based in Denby Dale, West Yorkshire and have clients across the whole of the UK.


Promotions

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Testimonials

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Richard takes time to understand your circumstances and financial needs. This then forms the basis of his expert advice which is presented in a clear, concise manner.  He identified an excellent spread of investments, without any sales pressure, tailored to my individual requirements. My opinion of ...
Ann Jones| Retired Head Teacher

SJP Approved 27/01/2025

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.

Pearson Financial Wellbeing is a trading name of Pearson Financial Wellbeing Limited. Pearson Financial Wellbeing Limited is registered in England and Wales, Number 07207421. Registered Office: Suite 2, Westleigh Hall Wakefield Road, Denby Dale, Huddersfield, HD8 8QJ.