Senior Partner Practice of
St. James's Place Wealth Management
 
Home page portrait of Philip Pearson

Philip Pearson
Principal

Bespoke financial planning for members of the NCOA

Pearson Financial Management is a family based firm specialised in offering bespoke and expert advice in a wide range of important areas including investment planning, pensions, Inheritance Tax planning and protection but with the security and backing of a company.

Philip Pearson, with more than 20 years’ experience, has had a long standing and professional relationship with the Police Federations, several Police Forces and the Police Superintendent’s Association for England and Wales; therefore he is able to understand the core needs and requirements of NCA Officers and their families.

As an NCA Officer, finding the time to manage your personal finances can be challenging. Have you had time to consider the following questions?

  • Are your personal affairs set up in the most tax efficient way?
  • Can you afford to retire - how much income is required?
  • Commutation – how does it affect you?
  • How will the current pension legislation affect you?
  • Have you protected your Pension and Death Benefits for your family?

This website will provide you with an overview of the bespoke services we provide to NCA Officers to help enhance your retirement planning strategy with the current pension legislation and assist with your financial needs after retirement.

To discuss how we can help with your individual requirements, please
contact me on 01829 732450.