Alan Pearson Wealth Management name mark

Alan Pearson

Chartered Financial Planner, Fellow PFS

With over 30 years of working within wealth management, I have the knowledge and experience that you need to be confident that your business is in safe hands.

About

Alan Pearson Wealth Management was established in 2000, when its Principal Alan Pearson accepted an invitation to join St. James's Place. Alan has worked in the Financial Services Industry for 28 years.

With an office in the South West, he is able to provide advice to clients across the South of England.

Alan also provides expert support and investment services for professional deputies and attorneys. Working closely with them to ensure he provides the right type of financial advice and expert guidance on investments. Alan is a member of The Court of Protection Practitioners Association.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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Alan Pearson has advised us on both personal and business matters for some ten years. He has a great ability to listen and understand what is important to us, has set up structures for our finances that have proved highly advantageous and his advice has always been clear, well considered and rele...

Dr J Moore and Mrs Z Moore| Dental Surgeon, Plymouth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 25/10/2022

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.

Alan Pearson Wealth Management is a trading name of AXP Services Limited. AXP Services Limited is registered in England and Wales, Number 07098333. Registered Office: Bay Tree House, 131A Looseleigh Lane, Derriford, Plymouth, Devon, PL6 5HW.